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iShares S&P 500 Index shares owned by Tru Independence Asset Management 2

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tru Independence Asset Management 2 from 13F filings

Historical chart of Tru Independence Asset Management 2 investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Tru Independence Asset Management 2 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Tru Independence Asset Management 2

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 3.9k 576.82
2023-03-31 $1.2M 2.9k 411.08
2022-09-30 $1.2M 3.3k 358.64
2022-06-30 $1.1M 2.8k 379.51
2022-03-31 $1.3M 2.9k 453.71
2021-12-31 $1.7M 3.6k 477.17
2021-09-30 $838k 1.9k 430.63
2021-06-30 $858k 2.0k 429.86
2021-03-31 $960k 2.4k 397.85
2020-12-31 $1.1M 2.8k 375.18