iShares S&P 500 Index shares owned by Dividend Growth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dividend Growth Advisors
from 13F filings
Historical chart of Dividend Growth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Dividend Growth 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 Dividend Growth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $171k | 357 | 478.99 |
| 2023-09-30 | $153k | 357 | 428.57 |
| 2023-06-30 | $199k | 447 | 445.19 |
| 2023-03-31 | $196k | 510 | 384.31 |
| 2022-12-31 | $196k | 510 | 384.31 |
| 2022-09-30 | $253k | 706 | 358.36 |
| 2022-06-30 | $268k | 706 | 379.60 |
| 2022-03-31 | $320k | 706 | 453.26 |
| 2021-12-31 | $337k | 706 | 477.34 |
| 2021-09-30 | $304k | 706 | 430.59 |
| 2021-06-30 | $304k | 706 | 430.59 |
| 2021-03-31 | $281k | 706 | 398.02 |
| 2020-12-31 | $265k | 706 | 375.35 |
| 2020-09-30 | $237k | 706 | 335.69 |
| 2020-06-30 | $247k | 798 | 309.52 |
| 2020-03-31 | $119k | 462 | 257.58 |
| 2016-06-30 | $6.0k | 29 | 206.90 |