iShares S&P 500 Index shares owned by XML Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 669.31 |
| 2025-06-30 | $21M | 34k | 620.90 |
| 2025-03-31 | $17M | 31k | 561.91 |
| 2024-12-31 | $18M | 31k | 588.68 |
| 2024-09-30 | $17M | 29k | 576.83 |
| 2024-06-30 | $15M | 27k | 547.22 |
| 2024-03-31 | $12M | 24k | 525.74 |
| 2023-09-30 | $9.3M | 22k | 429.44 |
| 2023-06-30 | $9.3M | 21k | 445.70 |
| 2023-03-31 | $8.4M | 20k | 412.67 |
| 2022-12-31 | $7.6M | 20k | 384.20 |
| 2022-09-30 | $6.9M | 19k | 358.66 |
| 2022-06-30 | $6.7M | 18k | 379.13 |
| 2022-03-31 | $7.4M | 16k | 453.71 |
| 2021-12-31 | $6.8M | 14k | 476.97 |
| 2021-09-30 | $6.2M | 14k | 430.86 |
| 2021-06-30 | $5.9M | 14k | 429.90 |
| 2021-03-31 | $5.2M | 13k | 397.81 |
| 2020-12-31 | $4.8M | 13k | 375.42 |
| 2020-09-30 | $4.4M | 13k | 336.05 |
| 2020-06-30 | $4.1M | 13k | 309.70 |
| 2020-03-31 | $3.4M | 13k | 258.41 |
| 2019-12-31 | $4.2M | 13k | 323.22 |