iShares S&P 500 Index shares owned by Caldwell Sutter Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Caldwell Sutter Capital
from 13F filings
Historical chart of Caldwell Sutter Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Caldwell Sutter Capital 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 Caldwell Sutter Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 4.8k | 669.30 |
| 2025-06-30 | $3.1M | 4.9k | 620.90 |
| 2025-03-31 | $2.8M | 4.9k | 561.90 |
| 2024-12-31 | $2.9M | 5.0k | 588.68 |
| 2024-09-30 | $2.9M | 5.0k | 576.82 |
| 2024-06-30 | $2.8M | 5.1k | 547.23 |
| 2024-03-31 | $2.7M | 5.1k | 525.73 |
| 2023-12-31 | $2.5M | 5.3k | 477.63 |
| 2023-09-30 | $1.9M | 4.4k | 429.43 |
| 2023-06-30 | $1.9M | 4.3k | 445.71 |
| 2023-03-31 | $41k | 100 | 411.08 |