iShares S&P 500 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.2k | 664.09 |
| 2025-06-30 | $1.3M | 2.1k | 623.73 |
| 2025-03-31 | $808k | 1.5k | 546.42 |
| 2024-12-31 | $912k | 1.5k | 588.85 |
| 2024-09-30 | $842k | 1.5k | 571.45 |
| 2024-06-30 | $786k | 1.4k | 558.93 |
| 2024-03-31 | $683k | 1.3k | 521.93 |
| 2023-12-31 | $610k | 1.3k | 469.71 |
| 2023-09-30 | $575k | 1.3k | 429.44 |
| 2023-06-30 | $663k | 1.5k | 445.56 |
| 2022-12-31 | $555k | 1.4k | 384.31 |
| 2022-09-30 | $654k | 1.8k | 358.75 |
| 2022-06-30 | $638k | 1.7k | 379.31 |
| 2022-03-31 | $614k | 1.4k | 453.47 |
| 2021-12-31 | $578k | 1.2k | 477.29 |
| 2021-09-30 | $493k | 1.1k | 435.13 |
| 2021-06-30 | $649k | 1.5k | 430.09 |
| 2021-03-31 | $416k | 1.0k | 398.09 |
| 2020-12-31 | $473k | 1.3k | 375.70 |
| 2020-09-30 | $377k | 1.1k | 336.01 |
| 2020-06-30 | $380k | 1.2k | 309.70 |
| 2020-03-31 | $284k | 1.1k | 257.95 |