iShares S&P 500 Index shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 4.8k | 669.30 |
| 2025-06-30 | $3.0M | 4.8k | 620.90 |
| 2025-03-31 | $2.5M | 4.4k | 561.90 |
| 2024-12-31 | $2.6M | 4.4k | 588.68 |
| 2024-09-30 | $2.5M | 4.4k | 576.82 |
| 2024-03-31 | $1.1M | 2.1k | 525.73 |
| 2023-03-31 | $255k | 620 | 411.08 |
| 2022-12-31 | $238k | 620 | 384.21 |
| 2022-09-30 | $222k | 620 | 358.06 |
| 2022-06-30 | $235k | 620 | 379.03 |
| 2022-03-31 | $216k | 475 | 454.74 |
| 2021-12-31 | $227k | 475 | 477.89 |
| 2021-09-30 | $205k | 475 | 431.58 |
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