iShares S&P 500 Index shares owned by Chapin Davis
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Chapin Davis
from 13F filings
Historical chart of Chapin Davis 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 Chapin Davis consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Chapin Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 669.26 |
| 2025-06-30 | $9.7M | 16k | 620.84 |
| 2025-03-31 | $8.8M | 16k | 561.87 |
| 2024-12-31 | $9.1M | 16k | 576.88 |
| 2024-09-30 | $9.1M | 16k | 576.88 |
| 2024-06-30 | $8.4M | 15k | 547.27 |
| 2024-03-31 | $8.3M | 16k | 525.74 |
| 2023-12-31 | $6.7M | 14k | 477.66 |
| 2023-09-30 | $5.9M | 14k | 429.44 |
| 2023-06-30 | $6.0M | 14k | 445.72 |
| 2023-03-31 | $5.5M | 13k | 411.10 |
| 2022-12-31 | $4.6M | 12k | 384.23 |