iShares S&P 500 Index shares owned by Tradewinds
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tradewinds
from 13F filings
Historical chart of Tradewinds investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Tradewinds 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 3.5k | 576.86 |
| 2024-06-30 | $1.9M | 3.5k | 547.25 |
| 2023-09-30 | $1.1M | 2.7k | 429.43 |
| 2023-06-30 | $1.2M | 2.7k | 445.71 |
| 2023-03-31 | $1.2M | 2.9k | 411.08 |
| 2022-09-30 | $1.1M | 3.2k | 358.72 |
| 2022-06-30 | $1.2M | 3.1k | 379.20 |