iShares S&P 500 Index shares owned by J. W. Coons Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by J. W. Coons Advisors
from 13F filings
Historical chart of J. W. Coons Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by J. W. Coons Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $203k | 386 | 525.73 |
| 2022-12-31 | $287k | 748 | 384.21 |
| 2022-09-30 | $268k | 748 | 358.29 |
| 2022-06-30 | $327k | 863 | 378.91 |
| 2022-03-31 | $432k | 953 | 453.31 |
| 2021-12-31 | $323k | 678 | 476.40 |
| 2021-09-30 | $296k | 688 | 430.23 |
| 2021-06-30 | $300k | 698 | 429.80 |
| 2021-03-31 | $291k | 729 | 399.18 |
| 2020-12-31 | $253k | 669 | 378.18 |
| 2020-09-30 | $225k | 669 | 336.32 |
| 2020-06-30 | $217k | 704 | 308.24 |
| 2020-03-31 | $271k | 1.0k | 259.58 |