iShares S&P 500 Index shares owned by Purkiss Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Purkiss Capital Advisors
from 13F filings
Historical chart of Purkiss Capital Advisors 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 Purkiss Capital Advisors 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 Purkiss Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 542 | 669.31 |
| 2025-06-30 | $342k | 551 | 620.44 |
| 2025-03-31 | $322k | 573 | 561.81 |
| 2024-12-31 | $310k | 526 | 589.20 |