iShares S&P 500 Index shares owned by TD Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TD Capital Management
from 13F filings
Historical chart of TD Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TD Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $47M | 82k | 576.82 |
| 2024-06-30 | $45M | 82k | 547.23 |
| 2024-03-31 | $41M | 86k | 477.63 |
| 2023-12-31 | $41M | 86k | 477.63 |
| 2023-09-30 | $38M | 89k | 429.43 |
| 2023-06-30 | $40M | 90k | 445.71 |
| 2023-03-31 | $38M | 92k | 411.08 |
| 2022-12-31 | $36M | 93k | 384.21 |
| 2022-09-30 | $33M | 92k | 358.64 |
| 2022-06-30 | $35M | 91k | 379.15 |
| 2022-03-31 | $40M | 88k | 453.69 |
| 2021-12-31 | $42M | 87k | 476.99 |
| 2021-09-30 | $37M | 87k | 430.82 |
| 2021-06-30 | $38M | 88k | 429.92 |
| 2021-03-31 | $35M | 87k | 397.82 |
| 2020-12-31 | $33M | 88k | 375.39 |
| 2020-09-30 | $29M | 88k | 336.06 |
| 2020-06-30 | $28M | 89k | 309.69 |
| 2020-03-31 | $23M | 90k | 258.40 |
| 2019-12-31 | $31M | 95k | 323.24 |
| 2019-09-30 | $31M | 104k | 298.52 |
| 2019-06-30 | $30M | 102k | 294.76 |
| 2019-03-31 | $29M | 101k | 284.56 |
| 2018-12-31 | $26M | 103k | 251.61 |
| 2018-09-30 | $29M | 99k | 292.73 |
| 2018-06-30 | $28M | 102k | 273.05 |
| 2018-03-31 | $28M | 104k | 265.37 |
| 2017-12-31 | $28M | 105k | 268.85 |
| 2017-09-30 | $26M | 103k | 252.93 |
| 2017-06-30 | $25M | 102k | 243.41 |
| 2017-03-31 | $24M | 103k | 237.27 |
| 2016-12-31 | $23M | 101k | 224.99 |
| 2016-09-30 | $22M | 101k | 217.56 |
| 2016-06-30 | $21M | 98k | 210.50 |
| 2016-03-31 | $309k | 1.5k | 206.69 |
| 2015-12-31 | $124k | 603 | 205.64 |
| 2015-09-30 | $100k | 518 | 193.05 |
| 2015-06-30 | $128k | 616 | 207.79 |
| 2015-03-31 | $110k | 529 | 207.94 |
| 2014-12-31 | $89k | 429 | 207.46 |
| 2014-09-30 | $94k | 472 | 199.15 |
| 2014-06-30 | $147k | 748 | 196.52 |
| 2014-03-31 | $187k | 996 | 187.75 |
| 2013-12-31 | $175k | 943 | 185.58 |
| 2013-09-30 | $142k | 838 | 169.45 |
| 2013-06-30 | $87k | 539 | 161.41 |