iShares S&P 500 Index shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 14k | 669.30 |
| 2025-06-30 | $7.0M | 11k | 620.90 |
| 2025-03-31 | $6.3M | 11k | 561.90 |
| 2024-12-31 | $5.4M | 9.2k | 588.68 |
| 2024-09-30 | $5.4M | 9.4k | 576.82 |
| 2024-06-30 | $3.2M | 5.9k | 547.23 |
| 2024-03-31 | $2.7M | 5.2k | 525.73 |
| 2023-12-31 | $1.3M | 2.8k | 477.63 |
| 2023-09-30 | $431k | 1.0k | 429.43 |
| 2023-06-30 | $251k | 563 | 445.71 |
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