iShares S&P 500 Index shares owned by SPC Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SPC Financial
from 13F filings
Historical chart of SPC Financial 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 SPC Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by SPC Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 19k | 576.82 |
| 2024-06-30 | $9.1M | 17k | 547.23 |
| 2024-03-31 | $8.0M | 15k | 525.73 |
| 2023-12-31 | $6.4M | 13k | 477.63 |
| 2023-09-30 | $4.7M | 11k | 429.43 |
| 2023-06-30 | $4.2M | 9.4k | 445.71 |
| 2023-03-31 | $3.3M | 8.0k | 411.08 |
| 2022-12-31 | $2.7M | 6.9k | 384.21 |
| 2022-09-30 | $1.8M | 5.0k | 358.73 |
| 2022-06-30 | $1.4M | 3.7k | 379.21 |
| 2022-03-31 | $813k | 1.8k | 453.94 |
| 2021-12-31 | $335k | 703 | 476.53 |
| 2019-12-31 | $254k | 785 | 323.57 |
| 2015-09-30 | $265k | 1.4k | 192.73 |
| 2015-06-30 | $285k | 1.4k | 207.27 |
| 2015-03-31 | $286k | 1.4k | 208.00 |