iShares S&P 500 Index shares owned by Carmel Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carmel Capital Partners
from 13F filings
Historical chart of Carmel Capital Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Carmel Capital Partners 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 Carmel Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 360 | 669.30 |
| 2025-06-30 | $224k | 360 | 620.90 |
| 2025-03-31 | $202k | 360 | 561.90 |
| 2024-12-31 | $212k | 360 | 588.68 |
| 2024-09-30 | $208k | 360 | 576.82 |
| 2023-09-30 | $181k | 421 | 429.43 |
| 2023-06-30 | $189k | 425 | 445.71 |
| 2023-03-31 | $175k | 425 | 411.08 |
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