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iShares S&P 500 Index shares owned by Valen Private Capital

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

Historical chart of Valen Private Capital 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 Valen Private Capital 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 Valen Private Capital

Quarter filed Position value Share count Share price at filing
2026-09-30 $538k 702 766.18

More positions owned by Valen Private Capital

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mth Treasury (SGOV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Micron Technology (MU)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mrngstr Mega Cap (MGK)
Wisdomtree Tr Floatng Rat Trea (USFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Howmet Aerospace (HWM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Valen Private Capital

Top funds holding iShares S&P 500 Index

BlackRock
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Creative Planning
Bank of America Corporation
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Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services
CalPERS

View all funds holding iShares S&P 500 Index