iShares S&P 500 Index shares owned by Union Savings Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Union Savings Bank
from 13F filings
Historical chart of Union Savings Bank investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Union Savings Bank 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 Union Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $591k | 931 | 634.88 |
| 2025-03-31 | $489k | 871 | 561.88 |
| 2024-12-31 | $513k | 871 | 588.67 |
| 2024-09-30 | $502k | 871 | 576.82 |
| 2024-06-30 | $481k | 878 | 547.21 |
| 2024-03-31 | $462k | 878 | 525.72 |
| 2023-12-31 | $419k | 878 | 477.62 |
| 2023-09-30 | $375k | 874 | 429.41 |
| 2023-06-30 | $402k | 874 | 460.16 |