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iShares S&P 500 Index shares owned by Mendel Capital Management

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

Historical chart of Mendel 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 Mendel 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 Mendel Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 2.1k 477.72
2023-09-30 $875k 2.0k 429.40
2023-06-30 $882k 2.0k 445.68
2023-03-31 $895k 2.2k 411.02

More positions owned by Mendel Capital Management

Select Sector Spdr Tr Technology (XLK)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Wal-Mart Stores (WMT)
Proshares Tr S&p Tech Dividen (TDV)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
JPMorgan Chase & Co. (JPM)
Stryker Corporation (SYK)
International Business Machines (IBM)

View all positions for Mendel Capital Management

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