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iShares S&P 500 Index shares owned by Interchange Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Interchange Capital Partners from 13F filings

Historical chart of Interchange Capital Partners 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 Interchange 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 18k 479.12
2023-09-30 $7.2M 17k 429.43
2023-06-30 $6.1M 14k 445.71
2023-03-31 $4.3M 11k 411.08
2022-12-31 $3.7M 9.5k 384.21
2022-09-30 $3.1M 8.6k 358.61
2022-06-30 $2.1M 5.6k 379.15
2022-03-31 $426k 939 453.67
2021-12-31 $270k 567 476.19
2020-12-31 $236k 631 374.01