Morgan Dempsey Capital Management »

iShares S&P 500 Index shares owned by Morgan Dempsey Capital Management

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

Historical chart of Morgan Dempsey 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 Morgan Dempsey 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 Morgan Dempsey Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 375 669.30
2025-06-30 $233k 375 620.90
2022-12-31 $15k 38 384.21

More positions owned by Morgan Dempsey Capital Management

Citigroup Com New (C)
At&t (T)
Wec Energy Group Call Option (WEC)
Cisco Systems (CSCO)
Entergy Corporation Call Option (ETR)
Exxon Mobil Corporation Call Option (XOM)
General Dynamics Corporation (GD)
Wells Fargo & Company Call Option (WFC)
International Business Machines (IBM)
Lockheed Martin Corporation (LMT)
Chevron Corporation (CVX)
Pembina Pipeline Corp (PBA)
Medtronic SHS (MDT)
Cummins (CMI)
Coca-Cola Company Call Option (KO)

View all positions for Morgan Dempsey Capital Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index