iShares S&P 500 Index shares owned by Spinnaker Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Spinnaker Trust
from 13F filings
Historical chart of Spinnaker Trust investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Spinnaker Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.3k | 669.30 |
| 2025-06-30 | $1.3M | 2.2k | 620.90 |
| 2025-03-31 | $1.2M | 2.2k | 561.90 |
| 2024-12-31 | $1.2M | 2.1k | 588.68 |
| 2024-09-30 | $997k | 1.7k | 576.82 |
| 2024-06-30 | $946k | 1.7k | 547.23 |
| 2024-03-31 | $598k | 1.1k | 525.73 |
| 2023-12-31 | $519k | 1.1k | 477.63 |
| 2023-09-30 | $466k | 1.1k | 429.43 |
| 2023-06-30 | $467k | 1.0k | 445.71 |
| 2023-03-31 | $430k | 1.0k | 411.08 |
| 2022-12-31 | $645k | 1.7k | 384.16 |
| 2022-09-30 | $400k | 1.1k | 359.07 |
| 2022-06-30 | $427k | 1.1k | 378.88 |
| 2022-03-31 | $511k | 1.1k | 453.42 |
| 2021-12-31 | $547k | 1.1k | 476.90 |
| 2021-09-30 | $503k | 1.2k | 430.65 |
| 2021-06-30 | $524k | 1.2k | 430.21 |
| 2021-03-31 | $321k | 807 | 397.77 |
| 2020-12-31 | $245k | 653 | 375.19 |
| 2020-09-30 | $219k | 653 | 335.38 |
| 2020-06-30 | $376k | 1.2k | 309.21 |
| 2020-03-31 | $314k | 1.2k | 257.80 |
| 2019-12-31 | $393k | 1.2k | 322.66 |
| 2019-09-30 | $363k | 1.2k | 298.03 |
| 2019-06-30 | $359k | 1.2k | 294.75 |
| 2019-03-31 | $304k | 1.1k | 283.85 |
| 2018-12-31 | $273k | 1.1k | 251.15 |
| 2018-09-30 | $313k | 1.1k | 292.25 |
| 2018-06-30 | $292k | 1.1k | 272.64 |
| 2018-03-31 | $284k | 1.1k | 265.17 |
| 2017-12-31 | $287k | 1.1k | 267.97 |
| 2017-09-30 | $270k | 1.1k | 252.10 |
| 2017-06-30 | $261k | 1.1k | 243.70 |
| 2017-03-31 | $254k | 1.1k | 237.16 |