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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Waterloo Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |