iShares S&P 500 Index shares owned by Mill Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mill Capital Management
from 13F filings
Historical chart of Mill Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mill Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $167k | 250 | 669.30 |
| 2025-06-30 | $155k | 250 | 620.90 |
| 2025-03-31 | $141k | 250 | 561.90 |
| 2024-12-31 | $147k | 250 | 588.68 |
| 2024-09-30 | $144k | 250 | 576.82 |
| 2024-06-30 | $137k | 250 | 547.23 |
| 2024-03-31 | $131k | 250 | 525.73 |
| 2023-12-31 | $119k | 250 | 477.63 |
| 2023-09-30 | $107k | 250 | 429.43 |
| 2023-06-30 | $111k | 250 | 445.71 |
| 2023-03-31 | $103k | 250 | 411.08 |
| 2022-12-31 | $150k | 390 | 384.21 |
| 2022-09-30 | $140k | 390 | 358.97 |
| 2022-06-30 | $40k | 105 | 380.95 |
| 2022-03-31 | $48k | 105 | 457.14 |
| 2021-12-31 | $50k | 105 | 476.19 |