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iShares S&P 500 Index shares owned by Biltmore Capital Advisors

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

Historical chart of Biltmore Capital Advisors 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 Biltmore Capital Advisors 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 Biltmore Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $26M 55k 476.99
2021-09-30 $20M 47k 430.81
2021-06-30 $21M 49k 429.93
2021-03-31 $17M 44k 397.82
2020-12-31 $14M 37k 375.40
2020-09-30 $1.3M 3.8k 336.08
2018-12-31 $4.5M 18k 254.03