iShares S&P 500 Index shares owned by Cassia Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cassia Capital Partners
from 13F filings
Historical chart of Cassia Capital Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cassia 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 Cassia Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 669.31 |
| 2025-06-30 | $9.4M | 15k | 620.91 |
| 2025-03-31 | $8.8M | 16k | 561.91 |
| 2024-12-31 | $11M | 18k | 588.68 |
| 2024-09-30 | $10M | 18k | 576.83 |
| 2024-06-30 | $10M | 19k | 547.22 |
| 2024-03-31 | $8.3M | 16k | 525.74 |
| 2023-12-31 | $4.8M | 10k | 477.65 |