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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $4.8M | 7.2k | 669.30 |
| 2025-06-30 | $5.1M | 8.3k | 620.90 |
| 2025-03-31 | $4.5M | 8.0k | 567.39 |
| 2024-12-31 | $2.4M | 4.1k | 588.68 |
| 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 |
More positions owned by Tru Independence Asset Management 2
View all positions for Tru Independence Asset Management 2