iShares S&P 500 Index shares owned by Smith Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith Capital Management
from 13F filings
Historical chart of Smith Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Smith Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $18M | 53k | 336.06 |
| 2020-06-30 | $16M | 53k | 309.69 |
| 2020-03-31 | $13M | 51k | 258.40 |
| 2019-12-31 | $16M | 49k | 323.24 |
| 2019-09-30 | $14M | 48k | 298.51 |
| 2019-06-30 | $14M | 48k | 294.75 |
| 2019-03-31 | $13M | 45k | 284.55 |
| 2018-12-31 | $11M | 42k | 251.61 |