iShares S&P 500 Index shares owned by Innealta Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Innealta Capital
from 13F filings
Historical chart of Innealta Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Innealta Capital 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 Innealta Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $359k | 751 | 477.63 |
| 2023-09-30 | $323k | 751 | 429.43 |
| 2023-06-30 | $335k | 751 | 445.71 |
| 2023-03-31 | $309k | 751 | 411.08 |
| 2022-12-31 | $874k | 2.3k | 384.21 |
| 2022-09-30 | $269k | 751 | 358.19 |
| 2022-03-31 | $1.8M | 3.9k | 453.65 |
| 2021-12-31 | $1.9M | 4.0k | 476.96 |