iShares S&P 500 Index shares owned by Bell Rock Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bell Rock Capital
from 13F filings
Historical chart of Bell Rock 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 Bell Rock Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Bell Rock Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $354k | 986 | 359.03 |
| 2022-03-31 | $541k | 1.2k | 439.84 |
| 2021-12-31 | $614k | 1.3k | 479.69 |
| 2020-09-30 | $293k | 871 | 336.39 |
| 2020-06-30 | $327k | 1.1k | 309.66 |
| 2020-03-31 | $272k | 1.1k | 258.56 |
| 2019-12-31 | $337k | 1.0k | 321.87 |
| 2019-09-30 | $345k | 1.2k | 299.22 |
| 2019-06-30 | $349k | 1.2k | 294.51 |
| 2019-03-31 | $348k | 1.2k | 284.78 |
| 2018-12-31 | $353k | 1.4k | 256.35 |
| 2018-09-30 | $404k | 1.4k | 293.60 |
| 2018-06-30 | $422k | 1.5k | 274.56 |
| 2018-03-31 | $406k | 1.5k | 267.99 |
| 2017-12-31 | $400k | 1.5k | 272.67 |
| 2017-09-30 | $359k | 1.4k | 256.06 |
| 2017-06-30 | $268k | 1.1k | 236.75 |
| 2017-03-31 | $234k | 996 | 234.94 |
| 2016-12-31 | $277k | 1.2k | 222.49 |