iShares S&P 500 Index shares owned by Graham Capital Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Graham Capital Wealth Management
from 13F filings
Historical chart of Graham Capital Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Graham Capital Wealth 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 Graham Capital Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 428 | 669.30 |
| 2025-06-30 | $266k | 428 | 620.90 |
| 2025-03-31 | $371k | 660 | 561.90 |
| 2024-12-31 | $378k | 642 | 588.68 |
| 2024-09-30 | $370k | 642 | 576.82 |
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