Mill Capital Management »

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

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

Historical chart of Mill 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 Mill 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 Mill Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $131k 250 525.73
2023-12-31 $119k 250 477.63
2023-09-30 $107k 250 429.43
2023-06-30 $111k 250 445.71
2023-03-31 $103k 250 411.08
2022-12-31 $150k 390 384.21
2022-09-30 $140k 390 358.97
2022-06-30 $40k 105 380.95
2022-03-31 $48k 105 457.14
2021-12-31 $50k 105 476.19