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iShares S&P 500 Index shares owned by Nearwater Capital Markets

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

Historical chart of Nearwater Capital Markets 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 Nearwater Capital Markets 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 Nearwater Capital Markets

Quarter filed Position value Share count Share price at filing
2025-09-30 $837M 1.3M 669.30
2025-06-30 $776M 1.3M 620.90