iShares S&P 500 Index shares owned by Winfield Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Winfield Associates
from 13F filings
Historical chart of Winfield Associates investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Winfield Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $8.9M | 20k | 453.68 |
| 2021-12-31 | $8.0M | 17k | 476.99 |
| 2021-09-30 | $6.2M | 14k | 430.80 |
| 2021-06-30 | $5.6M | 13k | 429.91 |
| 2021-03-31 | $5.0M | 13k | 397.83 |
| 2020-12-31 | $4.3M | 12k | 375.37 |
| 2020-09-30 | $3.4M | 10k | 336.08 |
| 2020-06-30 | $2.2M | 7.2k | 309.67 |
| 2020-03-31 | $4.5M | 17k | 258.39 |
| 2019-12-31 | $5.8M | 18k | 323.27 |
| 2019-09-30 | $4.5M | 15k | 298.51 |
| 2019-06-30 | $1.7M | 5.8k | 294.68 |
| 2019-03-31 | $1.0M | 3.6k | 284.65 |
| 2018-12-31 | $421k | 1.7k | 251.34 |
| 2018-09-30 | $391k | 1.3k | 292.88 |
| 2018-06-30 | $304k | 1.1k | 272.65 |
| 2018-03-31 | $277k | 1.0k | 265.07 |
| 2017-12-31 | $281k | 1.0k | 268.90 |
| 2017-09-30 | $264k | 1.0k | 252.63 |
| 2017-06-30 | $254k | 1.0k | 243.06 |
| 2017-03-31 | $248k | 1.0k | 237.32 |
| 2016-12-31 | $237k | 1.1k | 224.64 |
| 2016-09-30 | $235k | 1.1k | 217.59 |
| 2016-06-30 | $227k | 1.1k | 210.19 |
| 2016-03-31 | $223k | 1.1k | 206.48 |
| 2015-12-31 | $234k | 1.1k | 205.26 |
| 2015-09-30 | $220k | 1.1k | 192.98 |
| 2015-06-30 | $236k | 1.1k | 207.02 |
| 2015-03-31 | $230k | 1.1k | 208.14 |
| 2014-12-31 | $229k | 1.1k | 207.24 |
| 2014-09-30 | $219k | 1.1k | 198.19 |
| 2014-06-30 | $217k | 1.1k | 196.38 |
| 2014-03-31 | $243k | 1.3k | 188.37 |
| 2013-12-31 | $280k | 1.5k | 185.92 |