iShares S&P 500 Index shares owned by Baldwin Brothers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Baldwin Brothers
from 13F filings
Historical chart of Baldwin Brothers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Baldwin Brothers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 16k | 525.73 |
| 2023-12-31 | $7.8M | 16k | 477.63 |
| 2023-09-30 | $7.0M | 16k | 429.43 |
| 2023-06-30 | $7.4M | 17k | 445.71 |
| 2023-03-31 | $7.5M | 18k | 411.08 |
| 2022-12-31 | $6.8M | 18k | 384.21 |
| 2022-09-30 | $6.2M | 17k | 358.66 |
| 2022-06-30 | $6.6M | 18k | 379.14 |
| 2022-03-31 | $7.9M | 17k | 453.67 |
| 2021-12-31 | $8.3M | 17k | 476.98 |
| 2021-09-30 | $7.4M | 17k | 430.82 |
| 2021-06-30 | $7.5M | 17k | 429.92 |
| 2021-03-31 | $7.2M | 18k | 397.80 |
| 2020-12-31 | $6.5M | 17k | 375.38 |
| 2020-09-30 | $6.0M | 18k | 336.05 |
| 2020-06-30 | $5.7M | 18k | 309.68 |
| 2020-03-31 | $4.8M | 19k | 258.38 |
| 2019-12-31 | $6.2M | 19k | 323.21 |
| 2019-09-30 | $5.3M | 18k | 298.51 |
| 2019-06-30 | $5.9M | 20k | 294.74 |
| 2019-03-31 | $5.6M | 20k | 284.54 |
| 2018-12-31 | $4.8M | 19k | 251.58 |
| 2018-09-30 | $5.7M | 20k | 292.71 |
| 2018-06-30 | $5.4M | 20k | 273.04 |
| 2018-03-31 | $5.2M | 20k | 265.37 |
| 2017-12-31 | $5.1M | 19k | 268.86 |
| 2017-09-30 | $4.9M | 19k | 252.92 |
| 2017-06-30 | $4.9M | 20k | 243.42 |
| 2017-03-31 | $4.7M | 20k | 237.29 |
| 2016-12-31 | $4.3M | 19k | 225.01 |
| 2016-09-30 | $4.2M | 19k | 217.57 |