iShares S&P 500 Index shares owned by Cambridge Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cambridge Advisors
from 13F filings
Historical chart of Cambridge Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cambridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $496k | 943 | 525.73 |
| 2023-12-31 | $450k | 943 | 477.63 |
| 2023-09-30 | $405k | 943 | 429.43 |
| 2023-06-30 | $420k | 943 | 445.71 |
| 2023-03-31 | $388k | 943 | 411.08 |
| 2022-12-31 | $362k | 943 | 384.21 |
| 2022-09-30 | $338k | 943 | 358.43 |
| 2022-06-30 | $358k | 943 | 379.64 |
| 2022-03-31 | $636k | 1.4k | 453.96 |
| 2021-12-31 | $597k | 1.3k | 477.22 |
| 2021-09-30 | $539k | 1.3k | 430.86 |
| 2021-06-30 | $538k | 1.3k | 430.06 |
| 2021-03-31 | $518k | 1.3k | 397.85 |
| 2020-09-30 | $464k | 1.4k | 335.75 |
| 2020-06-30 | $428k | 1.4k | 309.70 |
| 2020-03-31 | $357k | 1.4k | 258.32 |
| 2019-12-31 | $409k | 1.3k | 323.58 |
| 2019-09-30 | $372k | 1.2k | 298.32 |
| 2019-06-30 | $365k | 1.2k | 294.83 |
| 2019-03-31 | $347k | 1.2k | 284.19 |
| 2018-12-31 | $305k | 1.2k | 251.65 |
| 2018-09-30 | $349k | 1.2k | 292.54 |
| 2018-06-30 | $324k | 1.2k | 273.42 |
| 2018-03-31 | $309k | 1.2k | 265.01 |
| 2017-12-31 | $466k | 1.7k | 269.05 |
| 2017-09-30 | $436k | 1.7k | 253.05 |
| 2017-06-30 | $415k | 1.7k | 243.69 |
| 2017-03-31 | $402k | 1.7k | 237.45 |
| 2016-12-31 | $943k | 4.2k | 224.95 |
| 2016-09-30 | $907k | 4.2k | 217.56 |
| 2016-06-30 | $878k | 4.2k | 210.60 |
| 2016-03-31 | $847k | 4.1k | 206.64 |
| 2015-12-31 | $840k | 4.1k | 204.93 |
| 2015-09-30 | $790k | 4.1k | 192.73 |
| 2015-06-30 | $849k | 4.1k | 207.12 |
| 2015-03-31 | $1.0M | 10k | 98.88 |
| 2014-12-31 | $846k | 4.1k | 206.95 |