iShares S&P 500 Index shares owned by ONE Advisory Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ONE Advisory Partners
from 13F filings
Historical chart of ONE Advisory Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by ONE Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $48M | 92k | 525.73 |
| 2023-12-31 | $57M | 120k | 477.63 |
| 2023-09-30 | $48M | 111k | 429.43 |
| 2023-06-30 | $44M | 100k | 445.71 |
| 2023-03-31 | $40M | 96k | 411.08 |
| 2022-12-31 | $36M | 94k | 384.21 |
| 2022-09-30 | $34M | 95k | 358.65 |
| 2022-06-30 | $34M | 89k | 379.15 |
| 2022-03-31 | $39M | 87k | 453.69 |
| 2021-12-31 | $30M | 63k | 476.98 |
| 2021-09-30 | $25M | 57k | 430.82 |
| 2021-06-30 | $25M | 58k | 429.92 |
| 2021-03-31 | $23M | 58k | 397.82 |
| 2020-12-31 | $27M | 73k | 375.38 |
| 2020-09-30 | $22M | 66k | 336.06 |
| 2020-06-30 | $18M | 59k | 309.68 |