iShares S&P 500 Index shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $612k | 1.4k | 429.43 |
| 2023-06-30 | $635k | 1.4k | 445.71 |
| 2023-03-31 | $731k | 1.8k | 411.08 |
| 2022-12-31 | $623k | 1.6k | 384.21 |
| 2022-09-30 | $618k | 1.7k | 358.89 |
| 2022-06-30 | $662k | 1.7k | 379.37 |
| 2022-03-31 | $840k | 1.9k | 453.81 |
| 2021-12-31 | $643k | 1.5k | 430.68 |
| 2021-09-30 | $643k | 1.5k | 430.68 |
| 2021-06-30 | $642k | 1.5k | 430.01 |
| 2021-03-31 | $594k | 1.5k | 397.86 |
| 2020-12-31 | $343k | 914 | 375.27 |
| 2020-09-30 | $307k | 914 | 335.89 |
| 2020-06-30 | $322k | 1.0k | 309.91 |
| 2020-03-31 | $333k | 1.3k | 258.34 |
| 2019-12-31 | $417k | 1.3k | 323.51 |
| 2019-09-30 | $385k | 1.3k | 298.68 |
| 2019-06-30 | $353k | 1.2k | 294.66 |
| 2019-03-31 | $341k | 1.2k | 284.64 |
| 2018-12-31 | $332k | 1.3k | 251.52 |
| 2018-09-30 | $364k | 1.2k | 292.37 |
| 2018-06-30 | $284k | 1.0k | 273.34 |
| 2018-03-31 | $276k | 1.0k | 265.64 |
| 2017-12-31 | $363k | 1.3k | 269.09 |
| 2017-09-30 | $289k | 1.1k | 252.62 |
| 2017-06-30 | $278k | 1.1k | 243.01 |
| 2017-03-31 | $271k | 1.1k | 236.89 |
| 2016-12-31 | $260k | 1.2k | 225.30 |
| 2016-09-30 | $251k | 1.2k | 217.50 |
| 2016-06-30 | $243k | 1.2k | 210.57 |
| 2016-03-31 | $247k | 1.2k | 206.87 |
| 2015-12-31 | $245k | 1.2k | 205.19 |
| 2015-09-30 | $230k | 1.2k | 192.63 |
| 2015-06-30 | $247k | 1.2k | 206.87 |
| 2015-03-31 | $248k | 1.2k | 207.71 |
| 2014-12-31 | $247k | 1.2k | 206.87 |
| 2014-09-30 | $237k | 1.2k | 198.49 |
| 2014-06-30 | $235k | 1.2k | 196.82 |
| 2014-03-31 | $225k | 1.2k | 188.44 |
| 2013-12-31 | $222k | 1.2k | 185.93 |
| 2011-12-31 | $455k | 3.6k | 126.07 |