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iShares S&P 500 Index shares owned by Davis Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Davis Capital Management from 13F filings

Historical chart of Davis Capital Management 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 Davis Capital Management 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 Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $440k 839 524.88
2023-12-31 $375k 786 477.63
2020-06-30 $13k 41 317.07
2020-03-31 $11k 41 268.29

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Schwab U.s. Broad Market Etf Etf (SCHB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Apple Stock (AAPL)
Allstate Corp Stock (ALL)
Republic Svcs Stock (RSG)
Amazon Stock (AMZN)
Dow Stock (DOW)
Schwab U.s. Reit Etf Etf (SCHH)
Bank New York Mellon Corp Stock (BK)
Union Pac Corp Stock (UNP)
Visa Inc Com Cl A Stock (V)

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