iShares S&P 500 Index shares owned by TAGStone Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TAGStone Capital
from 13F filings
Historical chart of TAGStone Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TAGStone Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 35k | 669.30 |
| 2025-06-30 | $22M | 35k | 640.24 |
| 2025-03-31 | $19M | 35k | 561.91 |
| 2024-12-31 | $20M | 35k | 588.67 |
| 2024-09-30 | $20M | 35k | 576.81 |
| 2024-06-30 | $19M | 35k | 547.23 |
| 2024-03-31 | $18M | 34k | 525.72 |
| 2023-12-31 | $16M | 34k | 477.63 |
| 2023-09-30 | $15M | 34k | 431.41 |
| 2023-06-30 | $15M | 33k | 445.72 |
| 2023-03-31 | $13M | 32k | 411.07 |
| 2022-12-31 | $12M | 32k | 384.20 |
| 2022-09-30 | $12M | 32k | 358.65 |
| 2022-06-30 | $12M | 32k | 379.14 |
| 2022-03-31 | $15M | 32k | 453.70 |
| 2021-12-31 | $15M | 32k | 477.00 |