iShares S&P 500 Index shares owned by Copperwynd Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Copperwynd Financial
from 13F filings
Historical chart of Copperwynd Financial investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Copperwynd Financial 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 Copperwynd Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $396k | 753 | 525.80 |
| 2023-09-30 | $263k | 612 | 429.50 |
| 2023-06-30 | $243k | 545 | 445.79 |
| 2023-03-31 | $250k | 609 | 411.09 |
| 2022-12-31 | $234k | 610 | 384.06 |
| 2022-09-30 | $225k | 628 | 358.28 |
| 2022-06-30 | $238k | 628 | 378.98 |
| 2022-03-31 | $15M | 33k | 453.70 |
| 2021-12-31 | $16M | 34k | 476.99 |
| 2021-09-30 | $14M | 32k | 430.83 |
| 2021-06-30 | $14M | 31k | 429.92 |
| 2020-12-31 | $12M | 32k | 375.37 |
| 2020-09-30 | $11M | 34k | 336.05 |
| 2020-06-30 | $10M | 33k | 309.70 |
| 2017-12-31 | $434k | 1.6k | 268.56 |