iShares S&P 500 Index shares owned by MidAtlantic Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MidAtlantic Capital Management
from 13F filings
Historical chart of MidAtlantic 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 MidAtlantic Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by MidAtlantic Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 20k | 669.30 |
| 2025-06-30 | $12M | 20k | 620.90 |
| 2025-03-31 | $9.9M | 18k | 561.90 |
| 2024-12-31 | $9.9M | 17k | 588.68 |
| 2024-09-30 | $9.4M | 16k | 576.82 |
| 2024-06-30 | $8.1M | 15k | 547.23 |
| 2024-03-31 | $7.6M | 15k | 525.73 |
| 2023-12-31 | $6.1M | 13k | 477.63 |
More positions owned by MidAtlantic Capital Management
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