iShares S&P 500 Index shares owned by Steele Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Steele Capital Management
from 13F filings
Historical chart of Steele 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 Steele Capital Management 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 Steele Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251M | 375k | 669.30 |
| 2025-06-30 | $232M | 374k | 620.90 |
| 2025-03-31 | $210M | 374k | 561.90 |
| 2024-12-31 | $217M | 369k | 588.68 |
| 2024-09-30 | $214M | 371k | 577.08 |
| 2024-06-30 | $182M | 332k | 547.23 |
| 2024-03-31 | $172M | 326k | 525.73 |
| 2023-12-31 | $146M | 306k | 477.63 |