iShares S&P 500 Index shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ulland Investment Advisors 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 Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $67k | 98 | 683.67 |
| 2025-09-30 | $69k | 103 | 669.90 |
| 2025-06-30 | $34k | 55 | 618.18 |
| 2025-03-31 | $31k | 55 | 563.64 |
| 2024-12-31 | $32k | 55 | 581.82 |
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