iShares S&P 500 Index shares owned by Staley Capital Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Staley Capital Advisers
from 13F filings
Historical chart of Staley Capital Advisers investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Staley Capital Advisers 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 Staley Capital Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $685k | 1.3k | 525.80 |
| 2023-12-31 | $552k | 1.2k | 477.57 |
| 2023-09-30 | $840k | 2.0k | 429.43 |
| 2023-06-30 | $637k | 1.4k | 445.70 |
| 2023-03-31 | $588k | 1.4k | 411.19 |
| 2022-03-31 | $212k | 467 | 453.96 |
| 2021-12-31 | $223k | 467 | 477.52 |
| 2021-09-30 | $201k | 467 | 430.41 |
| 2021-06-30 | $201k | 467 | 430.41 |
| 2015-03-31 | $203k | 978 | 207.57 |