iShares S&P 500 Index shares owned by Regatta Capital Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Regatta Capital Group
from 13F filings
Historical chart of Regatta Capital Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Regatta Capital Group 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 Regatta Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $527k | 895 | 588.48 |
| 2024-09-30 | $520k | 901 | 577.06 |
| 2024-06-30 | $493k | 901 | 547.46 |
| 2024-03-31 | $474k | 901 | 525.95 |
| 2023-12-31 | $605k | 1.3k | 477.77 |
| 2023-09-30 | $387k | 901 | 429.61 |
| 2023-06-30 | $422k | 947 | 445.89 |
| 2023-03-31 | $333k | 867 | 384.38 |
| 2022-12-31 | $333k | 867 | 384.38 |
| 2022-09-30 | $209k | 551 | 379.31 |
| 2022-06-30 | $209k | 551 | 379.31 |
| 2022-03-31 | $248k | 546 | 454.21 |
| 2021-12-31 | $589k | 1.2k | 476.92 |