iShares S&P 500 Index shares owned by Fidelis Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fidelis Capital Partners
from 13F filings
Historical chart of Fidelis Capital Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fidelis Capital Partners 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 Fidelis Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 76k | 669.30 |
| 2025-06-30 | $47M | 74k | 635.79 |
| 2025-03-31 | $41M | 75k | 553.19 |
| 2024-12-31 | $43M | 71k | 600.68 |
| 2024-09-30 | $38M | 65k | 580.79 |
| 2024-06-30 | $32M | 61k | 521.49 |
| 2024-03-31 | $31M | 59k | 525.73 |
| 2023-12-31 | $18M | 37k | 477.63 |
| 2023-09-30 | $5.0M | 11k | 454.20 |
| 2023-06-30 | $4.6M | 10k | 445.71 |
| 2023-03-31 | $3.4M | 8.1k | 414.30 |
| 2022-12-31 | $809k | 2.1k | 389.56 |