iShares S&P 500 Index shares owned by Cardiff Park Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cardiff Park Advisors
from 13F filings
Historical chart of Cardiff Park Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cardiff Park Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Cardiff Park Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.3M | 15k | 477.62 |
| 2023-09-30 | $6.5M | 15k | 429.43 |
| 2023-06-30 | $6.8M | 15k | 445.71 |
| 2023-03-31 | $6.3M | 15k | 411.08 |
| 2022-12-31 | $6.0M | 16k | 384.22 |
| 2022-09-30 | $5.9M | 16k | 358.63 |
| 2022-06-30 | $6.2M | 16k | 379.18 |
| 2022-03-31 | $7.4M | 16k | 453.73 |
| 2021-12-31 | $6.8M | 14k | 477.04 |