Westchester Capital Management »

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

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

Historical chart of Westchester 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 Westchester Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Westchester Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 2.9k 669.30
2013-12-31 $6.0k 30 200.00
2013-03-31 $175k 28 6250.00

More positions owned by Westchester Capital Management

Apple common stock (AAPL)
Microsoft Corporation common stock (MSFT)
Caterpillar common stock (CAT)
Berkshire Hathaway Class B common stock (BRK.B)
Wal-Mart common stock (WMT)
JP Morgan Chase common stock (JPM)
Alphabet, Inc. Class A - Formerly Google A common stock (GOOGL)
AbbVie common stock (ABBV)
Waste Management common stock (WM)
Bank of New York Mellon Corporation common stock (BK)
Cisco Systems common stock (CSCO)
Lockheed Martin Corporation common stock (LMT)
McDonald's Corporation common stock (MCD)
Home Depot common stock (HD)
Valero Energy Corporation common stock (VLO)

View all positions for Westchester Capital Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index