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iShares S&P 500 Index shares owned by Disciplina Capital Management

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

Historical chart of Disciplina Capital 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 Disciplina Capital 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 Disciplina Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 40k 477.63
2023-06-30 $20M 46k 445.71
2023-03-31 $22M 53k 411.08
2022-12-31 $22M 58k 384.21
2022-09-30 $21M 58k 358.65
2022-06-30 $548k 1.4k 379.19
2022-03-31 $623k 1.4k 453.72
2021-12-31 $978k 2.1k 476.99
2021-09-30 $890k 2.1k 430.82
2021-06-30 $881k 2.1k 429.92
2021-03-31 $702k 1.8k 397.82
2020-12-31 $188k 500 375.39
2020-09-30 $126k 375 336.06
2020-06-30 $116k 375 309.69
2020-03-31 $97k 375 258.40
2019-12-31 $147k 455 323.24
2019-09-30 $184k 615 298.52
2019-06-30 $181k 615 294.75
2019-03-31 $208k 730 284.56
2018-12-31 $22M 87k 251.93