iShares S&P 500 Index shares owned by Shearwater Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shearwater Capital
from 13F filings
Historical chart of Shearwater Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Shearwater Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $758k | 1.4k | 525.73 |
| 2023-12-31 | $692k | 1.4k | 477.63 |
| 2023-09-30 | $627k | 1.5k | 429.43 |
| 2023-06-30 | $650k | 1.5k | 445.71 |
| 2023-03-31 | $600k | 1.5k | 411.08 |
| 2022-12-31 | $561k | 1.5k | 384.21 |
| 2022-09-30 | $523k | 1.5k | 358.46 |
| 2022-06-30 | $553k | 1.5k | 379.03 |
| 2022-03-31 | $662k | 1.5k | 453.74 |
| 2021-12-31 | $696k | 1.5k | 477.04 |
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