iShares S&P 500 Index shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $48M | 112k | 429.92 |
| 2021-03-31 | $45M | 112k | 397.82 |
| 2020-12-31 | $42M | 112k | 375.39 |
| 2020-09-30 | $39M | 115k | 336.06 |
| 2020-06-30 | $27M | 86k | 309.69 |
| 2020-03-31 | $21M | 83k | 258.40 |
| 2019-12-31 | $32M | 98k | 323.24 |
| 2019-09-30 | $75M | 252k | 298.52 |
| 2019-06-30 | $74M | 251k | 294.75 |
| 2019-03-31 | $63M | 220k | 284.56 |
| 2018-12-31 | $53M | 212k | 251.61 |
| 2018-09-30 | $62M | 210k | 292.73 |
| 2018-06-30 | $61M | 224k | 273.05 |
| 2018-03-31 | $59M | 224k | 265.37 |
| 2017-12-31 | $57M | 211k | 268.85 |