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iShares S&P 500 Index shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 927 669.65
2025-06-30 $575k 927 620.76
2025-03-31 $566k 1.0k 561.75
2024-12-31 $592k 1.0k 588.54
2024-09-30 $582k 1.0k 577.19
2024-06-30 $519k 948 547.48
2024-03-31 $638k 1.2k 525.53
2023-12-31 $467k 978 477.41