iShares S&P 500 Index shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 25k | 525.73 |
| 2023-12-31 | $12M | 24k | 477.63 |
| 2023-09-30 | $10M | 24k | 431.36 |
| 2023-06-30 | $11M | 24k | 445.72 |
| 2023-03-31 | $1.9M | 4.7k | 411.09 |
| 2022-12-31 | $1.8M | 4.6k | 384.23 |
| 2022-09-30 | $1.7M | 4.6k | 358.64 |
| 2022-06-30 | $1.5M | 4.1k | 379.19 |
| 2022-03-31 | $1.7M | 3.6k | 453.60 |
| 2021-12-31 | $1.7M | 3.6k | 477.07 |
| 2021-09-30 | $1.5M | 3.4k | 430.69 |
| 2021-06-30 | $1.5M | 3.4k | 429.82 |
| 2021-03-31 | $1.4M | 3.4k | 397.84 |
| 2020-12-31 | $1.2M | 3.3k | 375.38 |
| 2020-09-30 | $1.0M | 3.1k | 336.11 |
| 2020-06-30 | $1.1M | 3.5k | 309.80 |
| 2020-03-31 | $896k | 3.5k | 258.36 |
| 2019-12-31 | $1.2M | 3.8k | 323.16 |
| 2019-09-30 | $1.1M | 3.8k | 298.45 |
| 2019-06-30 | $1.1M | 3.8k | 294.78 |
| 2019-03-31 | $961k | 3.4k | 284.57 |
| 2018-12-31 | $667k | 2.7k | 251.70 |
| 2018-09-30 | $775k | 2.6k | 292.67 |
| 2018-06-30 | $668k | 2.4k | 273.21 |
| 2018-03-31 | $649k | 2.4k | 265.44 |
| 2017-12-31 | $657k | 2.4k | 268.82 |
| 2012-09-30 | $244k | 1.7k | 144.38 |
| 2011-03-31 | $782k | 5.9k | 132.99 |
More positions owned by Evergreen Capital Management
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