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iShares S&P 500 Index shares owned by Sugar Maple Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sugar Maple Asset Management from 13F filings

Historical chart of Sugar Maple Asset 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 Sugar Maple Asset 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 Sugar Maple Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 15k 669.31
2025-06-30 $9.4M 15k 620.92
2025-03-31 $7.3M 13k 561.88
2024-12-31 $8.2M 14k 588.69
2024-09-30 $9.6M 17k 576.84
2024-03-31 $7.7M 15k 525.76