iShares S&P 500 Index shares owned by Whitener Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $752k | 1.1k | 669.35 |
| 2025-06-30 | $535k | 860 | 621.47 |
| 2025-03-31 | $486k | 864 | 562.20 |
| 2024-12-31 | $509k | 864 | 588.78 |
| 2024-09-30 | $534k | 926 | 576.69 |
| 2024-06-30 | $513k | 937 | 547.46 |
| 2024-03-31 | $530k | 1.0k | 525.78 |
| 2023-12-31 | $626k | 1.3k | 477.55 |
| 2023-09-30 | $563k | 1.3k | 429.40 |
| 2023-06-30 | $736k | 1.7k | 445.69 |
| 2023-03-31 | $677k | 1.6k | 410.99 |
| 2022-12-31 | $636k | 1.7k | 384.26 |
| 2022-09-30 | $661k | 1.8k | 358.46 |
| 2022-06-30 | $722k | 1.9k | 379.20 |
| 2022-03-31 | $870k | 1.9k | 453.60 |
| 2021-12-31 | $1000k | 2.1k | 477.10 |
| 2021-09-30 | $738k | 2.0k | 375.19 |
| 2021-06-30 | $841k | 2.0k | 429.74 |
| 2021-03-31 | $771k | 1.9k | 397.63 |
| 2020-12-31 | $738k | 2.0k | 375.19 |
| 2020-09-30 | $661k | 2.0k | 336.22 |
| 2020-06-30 | $617k | 2.0k | 309.27 |
| 2020-03-31 | $515k | 2.0k | 258.15 |
| 2019-12-31 | $626k | 1.9k | 323.18 |
| 2019-09-30 | $578k | 1.9k | 298.40 |
| 2019-06-30 | $585k | 2.0k | 294.41 |
| 2019-03-31 | $576k | 2.0k | 284.16 |
| 2018-12-31 | $510k | 2.0k | 251.60 |
| 2018-09-30 | $594k | 2.0k | 292.32 |
| 2018-06-30 | $554k | 2.0k | 272.64 |
| 2018-03-31 | $539k | 2.0k | 265.26 |
| 2017-12-31 | $358k | 1.3k | 268.37 |
More positions owned by Whitener Capital Management
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