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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.5k | 829 | 6.69 |
| 2025-06-30 | $515k | 829 | 621.23 |
| 2025-03-31 | $466k | 829 | 562.12 |
| 2024-12-31 | $488k | 829 | 588.66 |
| 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 |