iShares S&P 500 Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust 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 Caldwell Trust 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 Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 29k | 669.30 |
| 2021-12-31 | $2.4M | 5.1k | 476.99 |
| 2021-09-30 | $2.3M | 5.4k | 430.82 |
| 2021-06-30 | $2.3M | 5.2k | 429.92 |
| 2021-03-31 | $2.1M | 5.2k | 397.82 |
| 2020-12-31 | $2.0M | 5.2k | 375.39 |
| 2020-09-30 | $1.8M | 5.2k | 336.06 |
| 2020-06-30 | $1.6M | 5.3k | 309.69 |
| 2020-03-31 | $1.4M | 5.3k | 258.40 |
| 2019-12-31 | $1.9M | 5.7k | 323.24 |