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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $462k 899 514.11
2023-12-31 $274k 547 501.14

More positions owned by Fogel Capital Management

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Bank of America Corporation (BAC)
Chubb (CB)
Enterprise Products Partners (EPD)
ConocoPhillips (COP)
Energy Transfer Com Ut Ltd Ptn (ET)
Freeport-mcmoran CL B (FCX)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
Moody's Corporation (MCO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Fogel Capital Management

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index