iShares S&P 500 Index shares owned by Towercrest Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Towercrest Capital Management
from 13F filings
Historical chart of Towercrest Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Towercrest Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $63M | 110k | 576.82 |
| 2024-06-30 | $62M | 113k | 547.23 |
| 2024-03-31 | $58M | 109k | 525.73 |
| 2023-12-31 | $51M | 107k | 477.63 |
| 2023-09-30 | $43M | 101k | 429.43 |
| 2023-06-30 | $45M | 101k | 445.71 |
| 2023-03-31 | $35M | 85k | 411.08 |
| 2022-12-31 | $31M | 82k | 384.21 |
| 2022-09-30 | $29M | 80k | 358.65 |
| 2022-06-30 | $27M | 71k | 379.15 |
| 2022-03-31 | $32M | 70k | 453.69 |
| 2021-12-31 | $34M | 71k | 476.50 |
| 2021-09-30 | $30M | 70k | 432.23 |
| 2021-06-30 | $30M | 69k | 430.60 |
| 2021-03-31 | $23M | 57k | 399.07 |
| 2020-12-31 | $20M | 53k | 375.99 |
| 2020-09-30 | $18M | 53k | 337.15 |
| 2020-06-30 | $17M | 54k | 311.41 |
| 2020-03-31 | $12M | 47k | 259.02 |
| 2019-12-31 | $16M | 49k | 323.25 |
| 2019-09-30 | $14M | 45k | 298.54 |
| 2019-06-30 | $16M | 45k | 361.23 |
| 2019-03-31 | $14M | 49k | 284.56 |
| 2018-12-31 | $11M | 43k | 251.60 |
| 2018-09-30 | $13M | 44k | 292.74 |
| 2018-06-30 | $12M | 43k | 273.06 |
| 2018-03-31 | $11M | 41k | 265.36 |
| 2017-12-31 | $11M | 40k | 268.84 |
| 2017-09-30 | $10M | 40k | 252.92 |
| 2017-06-30 | $9.8M | 40k | 243.42 |
| 2017-03-31 | $9.5M | 40k | 237.28 |
| 2016-12-31 | $8.8M | 39k | 225.00 |
| 2016-09-30 | $8.3M | 38k | 217.55 |
| 2016-06-30 | $7.1M | 34k | 210.50 |
| 2016-03-31 | $5.4M | 26k | 206.64 |
| 2015-12-31 | $8.9M | 43k | 204.87 |
| 2015-09-30 | $8.5M | 44k | 192.70 |
| 2015-06-30 | $9.1M | 44k | 207.23 |
| 2015-03-31 | $8.4M | 40k | 209.84 |
| 2014-12-31 | $7.5M | 36k | 206.87 |
More positions owned by Towercrest Capital Management
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