iShares S&P 500 Index shares owned by Fogel Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fogel Capital Management
from 13F filings
Historical chart of Fogel Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fogel 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 Fogel Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $472k | 705 | 669.70 |
| 2025-06-30 | $438k | 705 | 621.13 |
| 2025-03-31 | $392k | 697 | 561.71 |
| 2024-12-31 | $402k | 683 | 589.22 |
| 2024-09-30 | $385k | 666 | 577.32 |
| 2024-06-30 | $365k | 666 | 547.66 |
| 2024-03-31 | $462k | 899 | 514.11 |
| 2023-12-31 | $274k | 547 | 501.14 |