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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Evergreen 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 Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
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