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iShares S&P 500 Index shares owned by Kinloch Capital

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

Historical chart of Kinloch Capital 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 Kinloch 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 Kinloch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 374 576.82
2024-06-30 $205k 374 547.23
2020-12-31 $106k 282 375.89

More positions owned by Kinloch Capital

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard World Financials Etf (VFH)
International Business Machines (IBM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
AFLAC Incorporated (AFL)
Nextera Energy (NEE)
Wal-Mart Stores (WMT)
Vanguard World Consum Dis Etf (VCR)
Cardinal Health (CAH)
Essex Property Trust (ESS)
First Tr Exchange-traded First Tr Enh New (FTSM)
Stanley Black & Decker (SWK)
3M Company (MMM)
Coca-Cola Company (KO)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Kinloch Capital

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index