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
2024-09-30 $276k 478 576.92
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

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Financial (XLF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Ishares Tr Msci India Etf (INDA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Ishares Msci Spain Etf (EWP)
Select Sector Spdr Tr Indl (XLI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Tradewinds Capital Management

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