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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Smith Capital Management 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 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

More positions owned by Smith Capital Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Cable One (CABO)

View all positions for Smith Capital Management

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