iShares S&P 500 Index shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $216k | 288 | 750.00 |
| 2020-12-31 | $2.0M | 5.3k | 375.40 |
| 2018-12-31 | $12M | 48k | 251.61 |
| 2017-03-31 | $376k | 1.6k | 237.52 |
| 2016-09-30 | $421k | 1.9k | 217.68 |
| 2016-06-30 | $385k | 1.8k | 210.73 |
| 2016-03-31 | $237k | 1.1k | 206.63 |
| 2015-12-31 | $412k | 2.0k | 204.67 |