iShares S&P 500 Index shares owned by Cardinal Strategic Wealth Guidance
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cardinal Strategic Wealth Guidance
from 13F filings
Historical chart of Cardinal Strategic Wealth Guidance investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cardinal Strategic Wealth Guidance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $68M | 129k | 525.73 |
| 2023-12-31 | $67M | 140k | 477.67 |
| 2023-09-30 | $56M | 130k | 429.43 |
| 2023-06-30 | $54M | 121k | 445.54 |
| 2023-03-31 | $50M | 122k | 410.90 |
| 2022-12-31 | $52M | 135k | 384.24 |
| 2022-09-30 | $45M | 126k | 358.86 |
| 2022-06-30 | $49M | 128k | 379.25 |
| 2022-03-31 | $52M | 115k | 453.95 |
| 2021-12-31 | $48M | 100k | 477.04 |
| 2021-09-30 | $41M | 95k | 430.82 |
| 2021-06-30 | $38M | 89k | 429.90 |
| 2021-03-31 | $33M | 84k | 397.73 |
| 2020-12-31 | $30M | 81k | 375.27 |
| 2020-09-30 | $26M | 77k | 335.95 |
| 2020-06-30 | $24M | 79k | 309.59 |
| 2020-03-31 | $20M | 77k | 258.50 |
| 2019-12-31 | $20M | 61k | 323.22 |
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