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iShares S&P 500 Index shares owned by VitalStone Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by VitalStone Financial from 13F filings

Historical chart of VitalStone Financial 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 VitalStone Financial 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 3.0k 477.66
2023-09-30 $1.0M 2.3k 442.77
2023-06-30 $15k 38 391.30
2023-03-31 $14k 30 466.67
2022-12-31 $15k 38 391.30