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iShares S&P 500 Index shares owned by Chartwell Investment Partners

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

Historical chart of Chartwell Investment 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 Chartwell Investment 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 Chartwell Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $614k 1.3k 477.45
2023-09-30 $552k 1.3k 429.24
2023-06-30 $573k 1.3k 445.71
2023-03-31 $529k 1.3k 411.35
2022-12-31 $494k 1.3k 384.14
2022-09-30 $461k 1.3k 358.48
2022-06-30 $488k 1.3k 379.47
2022-03-31 $583k 1.3k 453.34
2021-12-31 $613k 1.3k 476.67
2021-09-30 $696k 1.6k 430.69
2021-06-30 $695k 1.6k 430.07
2021-03-31 $643k 1.6k 397.90
2020-12-31 $607k 1.6k 375.62
2020-09-30 $543k 1.6k 336.01
2020-06-30 $500k 1.6k 309.41