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iShares S&P 500 Index shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Carroll Financial Associates 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $35M 74k 479.39
2021-09-30 $32M 73k 430.81
2021-06-30 $29M 68k 429.91
2021-03-31 $27M 67k 397.81
2020-12-31 $26M 69k 375.39
2020-09-30 $23M 68k 336.05
2020-06-30 $20M 66k 309.69
2020-03-31 $16M 62k 258.39
2019-12-31 $16M 50k 323.24
2019-09-30 $14M 48k 298.51
2019-06-30 $14M 48k 294.74
2019-03-31 $13M 44k 284.55
2018-12-31 $10M 40k 255.76
2018-09-30 $10M 35k 292.71
2018-06-30 $9.5M 35k 273.04
2018-03-31 $8.8M 33k 265.35
2017-12-31 $8.9M 33k 268.83
2017-09-30 $8.3M 32k 256.38
2017-06-30 $7.6M 31k 243.39
2017-03-31 $7.2M 30k 237.26
2016-12-31 $6.0M 27k 224.96
2016-09-30 $4.2M 19k 217.52
2016-06-30 $3.5M 17k 210.47
2016-03-31 $3.4M 17k 206.65
2015-12-31 $3.0M 15k 204.81
2015-09-30 $2.7M 13k 202.94
2015-06-30 $2.3M 11k 207.19
2015-03-31 $2.4M 12k 207.82
2014-12-31 $2.5M 12k 205.44
2014-09-30 $2.5M 12k 205.47
2014-06-30 $2.4M 12k 196.97
2014-03-31 $2.3M 12k 188.14
2013-12-31 $2.1M 11k 185.60
2013-09-30 $1.5M 9.1k 168.84
2013-06-30 $1.4M 8.7k 160.87

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

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