iShares S&P 500 Index shares owned by Beck Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beck Capital Management
from 13F filings
Historical chart of Beck Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beck Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 4.0k | 669.29 |
| 2025-06-30 | $2.2M | 3.6k | 620.91 |
| 2025-03-31 | $1.9M | 3.4k | 561.92 |
| 2024-12-31 | $2.0M | 3.5k | 588.74 |
| 2024-09-30 | $2.0M | 3.5k | 576.85 |
| 2024-06-30 | $1.8M | 3.3k | 547.27 |
| 2024-03-31 | $1.0M | 2.0k | 525.81 |
| 2023-12-31 | $767k | 1.6k | 477.62 |
| 2021-12-31 | $966k | 2.0k | 477.04 |
| 2021-09-30 | $834k | 1.9k | 431.01 |
| 2021-06-30 | $758k | 1.8k | 430.19 |
| 2021-03-31 | $1.1M | 2.7k | 398.05 |
| 2020-12-31 | $3.4M | 9.1k | 375.36 |
| 2019-12-31 | $4.9M | 15k | 323.22 |
| 2019-09-30 | $4.9M | 16k | 298.49 |
| 2019-06-30 | $6.0M | 20k | 294.73 |
| 2019-03-31 | $6.3M | 22k | 284.56 |
| 2018-12-31 | $803k | 3.2k | 251.49 |
| 2018-09-30 | $4.5M | 15k | 292.76 |
| 2018-06-30 | $4.6M | 17k | 273.03 |
| 2018-03-31 | $4.8M | 18k | 265.39 |
| 2017-12-31 | $4.8M | 18k | 268.83 |
| 2017-09-30 | $8.1M | 32k | 252.94 |
| 2017-06-30 | $7.3M | 30k | 246.02 |
| 2017-03-31 | $6.4M | 27k | 237.29 |
| 2016-12-31 | $5.8M | 26k | 224.99 |
| 2016-06-30 | $1.2M | 5.5k | 210.46 |
| 2016-03-31 | $6.8M | 33k | 206.66 |
| 2015-12-31 | $4.5M | 22k | 204.84 |
| 2015-09-30 | $3.5M | 18k | 198.89 |
| 2015-06-30 | $3.1M | 15k | 207.25 |
| 2015-03-31 | $2.7M | 13k | 207.79 |
| 2014-12-31 | $1.9M | 9.3k | 206.83 |
| 2014-09-30 | $4.0M | 21k | 193.90 |
| 2014-06-30 | $3.6M | 18k | 197.01 |
| 2014-03-31 | $3.2M | 17k | 189.35 |
| 2013-12-31 | $4.4M | 25k | 178.37 |