iShares S&P 500 Index shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310M | 463k | 669.30 |
| 2025-06-30 | $283M | 456k | 620.90 |
| 2025-03-31 | $239M | 426k | 561.90 |
| 2024-12-31 | $240M | 408k | 588.68 |
| 2024-09-30 | $232M | 402k | 576.82 |
| 2024-06-30 | $216M | 395k | 547.23 |
| 2023-12-31 | $169M | 353k | 477.63 |
| 2023-09-30 | $152M | 353k | 429.43 |
| 2023-06-30 | $153M | 344k | 445.71 |
| 2023-03-31 | $139M | 338k | 411.08 |
| 2022-12-31 | $127M | 330k | 384.21 |
| 2022-09-30 | $122M | 340k | 358.65 |
| 2022-06-30 | $124M | 326k | 379.15 |
| 2022-03-31 | $144M | 316k | 453.69 |
| 2021-12-31 | $148M | 311k | 476.99 |
| 2021-09-30 | $129M | 299k | 430.82 |
| 2021-06-30 | $109M | 253k | 429.92 |
| 2021-03-31 | $102M | 256k | 397.82 |
| 2020-12-31 | $101M | 269k | 375.39 |
| 2020-09-30 | $96M | 286k | 336.06 |
| 2020-06-30 | $94M | 303k | 309.69 |
| 2020-03-31 | $78M | 300k | 258.40 |
| 2019-12-31 | $109M | 338k | 323.24 |
| 2019-09-30 | $95M | 319k | 298.52 |
| 2019-06-30 | $93M | 316k | 294.75 |
| 2019-03-31 | $87M | 304k | 284.56 |
More positions owned by Traphagen Investment Advisors
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