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iShares S&P 500 Index shares owned by Ashfield Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ashfield Capital Partners from 13F filings

Historical chart of Ashfield Capital Partners 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 Ashfield Capital Partners 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 Ashfield Capital Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.6M 4.6k 358.66
2022-06-30 $1.5M 3.9k 379.15
2022-03-31 $2.0M 4.3k 453.70
2021-12-31 $1.2M 2.6k 476.90
2021-09-30 $931k 2.2k 430.82
2021-06-30 $895k 2.1k 430.08
2021-03-31 $803k 2.0k 397.72
2020-12-31 $245k 653 375.19
2020-09-30 $219k 653 335.38