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

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

Historical chart of Wallace 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 Wallace 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 Wallace Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 368 670.15
2025-06-30 $229k 368 621.69
2025-03-31 $207k 368 562.61