iShares S&P 500 Index shares owned by Waterloo Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Waterloo 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 Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 75k | 669.30 |
| 2025-06-30 | $46M | 74k | 620.90 |
| 2025-03-31 | $36M | 63k | 561.90 |
| 2024-12-31 | $33M | 56k | 588.68 |
| 2024-09-30 | $32M | 56k | 576.82 |
| 2024-06-30 | $35M | 64k | 547.23 |
| 2024-03-31 | $31M | 58k | 525.73 |
| 2023-09-30 | $18M | 43k | 429.43 |
| 2023-06-30 | $18M | 40k | 445.71 |
| 2023-03-31 | $12M | 30k | 411.08 |
| 2020-03-31 | $1.3M | 5.0k | 258.39 |