Tradewinds Capital Management »

iShares S&P 500 Index shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds 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 Tradewinds Capital 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 Tradewinds Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $249k 454 547.63
2023-09-30 $3.9k 9 429.44
2022-03-31 $39k 86 453.49
2021-12-31 $41k 86 476.74
2021-09-30 $37k 86 430.23
2021-06-30 $37k 86 430.23
2021-03-31 $107k 270 396.30
2020-12-31 $32k 86 372.09
2020-09-30 $29k 86 337.21
2020-06-30 $27k 86 313.95
2020-03-31 $22k 86 255.81
2019-12-31 $28k 86 325.58
2019-09-30 $17k 57 298.25
2019-06-30 $17k 57 298.25
2019-03-31 $16k 57 280.70
2018-12-31 $14k 57 245.61
2018-09-30 $17k 57 298.25
2018-06-30 $16k 57 280.70
2018-03-31 $15k 57 263.16
2017-12-31 $15k 57 263.16
2017-09-30 $14k 57 245.61
2017-06-30 $14k 57 245.61
2017-03-31 $14k 57 245.61
2016-12-31 $13k 57 228.07
2016-09-30 $32k 149 214.77
2016-06-30 $12k 57 210.53
2016-03-31 $12k 57 210.53
2015-12-31 $12k 57 210.53
2015-09-30 $11k 57 192.98
2015-06-30 $12k 57 210.53
2015-03-31 $12k 57 210.53
2014-12-31 $12k 57 210.53
2014-09-30 $11k 57 192.98
2014-06-30 $11k 57 192.98
2014-03-31 $11k 57 192.98
2013-12-31 $11k 57 192.98

More positions owned by Tradewinds Capital Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Gold Tr Ishares New (IAU)
Ishares Msci Jpn Etf New (EWJ)
Ishares Msci Aust Etf (EWA)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Msci Germany Etf (EWG)
Proshares Tr K1 Fre Crd Oil (OILK)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)

View all positions for Tradewinds Capital Management

Top funds holding iShares S&P 500 Index

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