iShares S&P 500 Index shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 1.9k | 525.86 |
| 2023-12-31 | $1.0M | 2.2k | 477.53 |
| 2023-09-30 | $916k | 2.1k | 429.42 |
| 2023-06-30 | $1.0M | 2.5k | 411.15 |
| 2023-03-31 | $951k | 2.3k | 411.01 |
| 2022-12-31 | $1.4M | 3.6k | 384.26 |
| 2022-09-30 | $1.5M | 4.1k | 368.24 |
| 2022-06-30 | $1.4M | 3.8k | 377.09 |
| 2022-03-31 | $2.3M | 5.0k | 453.73 |
| 2021-12-31 | $1.2M | 2.6k | 479.48 |
| 2021-09-30 | $2.2M | 5.1k | 430.88 |
| 2021-06-30 | $3.9M | 9.1k | 429.94 |
| 2021-03-31 | $5.7M | 14k | 398.54 |
| 2020-12-31 | $5.4M | 14k | 375.38 |