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iShares S&P 500 Index shares owned by Annandale Capital

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

Historical chart of Annandale Capital 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 Annandale Capital 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 Annandale Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $478k 829 576.60
2024-06-30 $829k 1.5k 547.56
2024-03-31 $436k 829 525.93
2022-12-31 $275k 716 384.08

More positions owned by Annandale Capital

Spdr S&p 500 Etf Tr Put Put Option
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Iboxx Hi Yd Etf Put Option
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Meta Platforms Cl A (META)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Global X Fds Glb X Mlp Enrg I (MLPX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Energy Transfer Com Ut Ltd Ptn (ET)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Annandale Capital

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index