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iShares S&P 500 Index shares owned by Berkshire Money Management

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

Historical chart of Berkshire Money Management 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 Berkshire Money Management 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 Berkshire Money Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $299k 568 525.94
2020-03-31 $111k 428 259.35
2019-12-31 $206k 636 323.90
2018-12-31 $225k 894 251.68
2018-09-30 $284k 970 292.78
2018-06-30 $269k 970 277.32
2018-03-31 $257k 970 264.95
2017-12-31 $261k 970 269.07
2017-09-30 $251k 970 258.76
2017-06-30 $236k 970 243.30
2017-03-31 $230k 970 237.11
2016-12-31 $237k 1.1k 224.86
2016-09-30 $783k 3.6k 217.50
2016-06-30 $758k 3.6k 210.56