iShares S&P 500 Index shares owned by Intersect Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intersect Capital
from 13F filings
Historical chart of Intersect Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Intersect Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $11M | 29k | 379.14 |
| 2022-03-31 | $14M | 30k | 453.69 |
| 2021-12-31 | $14M | 30k | 477.00 |
| 2021-09-30 | $14M | 32k | 430.83 |
| 2021-06-30 | $13M | 30k | 429.94 |
| 2021-03-31 | $12M | 30k | 397.83 |
| 2020-12-31 | $9.1M | 24k | 375.38 |
| 2020-09-30 | $7.4M | 22k | 336.06 |
| 2020-06-30 | $6.7M | 22k | 309.68 |
| 2020-03-31 | $5.5M | 21k | 258.40 |
| 2019-12-31 | $7.1M | 22k | 323.22 |
| 2019-09-30 | $6.6M | 22k | 298.51 |
| 2019-06-30 | $6.6M | 22k | 294.73 |
| 2019-03-31 | $6.2M | 22k | 284.56 |
| 2018-12-31 | $5.5M | 22k | 251.59 |
| 2018-09-30 | $6.2M | 21k | 292.74 |
| 2018-06-30 | $5.7M | 21k | 273.04 |
| 2018-03-31 | $5.4M | 21k | 265.36 |
| 2017-12-31 | $5.8M | 21k | 268.86 |
| 2017-09-30 | $5.4M | 21k | 252.91 |
| 2017-06-30 | $5.2M | 21k | 243.41 |
| 2017-03-31 | $4.0M | 17k | 237.27 |
| 2016-12-31 | $5.4M | 24k | 225.00 |
| 2016-09-30 | $5.1M | 23k | 217.56 |
| 2016-06-30 | $5.7M | 27k | 210.50 |
| 2016-03-31 | $5.6M | 27k | 206.65 |
| 2015-12-31 | $4.8M | 23k | 204.89 |
| 2015-09-30 | $4.5M | 23k | 192.73 |
| 2015-06-30 | $5.3M | 26k | 207.20 |
| 2015-03-31 | $5.3M | 26k | 209.87 |
| 2014-12-31 | $4.7M | 23k | 206.88 |