iShares S&P 500 Index shares owned by Kaye Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kaye Capital Management
from 13F filings
Historical chart of Kaye 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 Kaye 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 Kaye Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $41M | 66k | 620.90 |
| 2025-03-31 | $39M | 70k | 561.90 |
| 2024-12-31 | $41M | 70k | 588.68 |
| 2024-09-30 | $41M | 71k | 576.82 |
| 2024-06-30 | $39M | 70k | 547.23 |
| 2024-03-31 | $37M | 70k | 525.73 |
| 2023-12-31 | $34M | 71k | 487.24 |
| 2023-09-30 | $31M | 72k | 429.43 |
| 2023-06-30 | $32M | 72k | 445.71 |
| 2023-03-31 | $32M | 79k | 411.08 |
| 2022-12-31 | $48M | 124k | 384.21 |