iShares S&P 500 Index shares owned by Birch Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Birch Capital Management
from 13F filings
Historical chart of Birch Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Birch Capital Management 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 Birch Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23k | 40 | 576.83 |
| 2024-06-30 | $22k | 40 | 547.23 |
| 2024-03-31 | $21k | 40 | 525.73 |
| 2022-12-31 | $281k | 732 | 384.21 |