iShares S&P 500 Index shares owned by Carrera Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carrera Capital Advisors
from 13F filings
Historical chart of Carrera Capital Advisors 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 Carrera Capital Advisors 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 Carrera Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 4.1k | 669.22 |
| 2025-06-30 | $3.1M | 5.0k | 620.94 |
| 2025-03-31 | $3.5M | 6.1k | 561.91 |
| 2024-12-31 | $5.0M | 8.4k | 588.69 |
| 2024-09-30 | $6.4M | 11k | 576.82 |
| 2024-06-30 | $5.8M | 11k | 547.21 |