iShares S&P 500 Index shares owned by Efficient Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Efficient Advisors
from 13F filings
Historical chart of Efficient Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Efficient 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 Efficient Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.2M | 11k | 477.61 |
| 2023-09-30 | $5.0M | 12k | 429.42 |
| 2023-06-30 | $5.8M | 13k | 445.73 |
| 2023-03-31 | $6.0M | 15k | 411.08 |
| 2022-12-31 | $6.0M | 16k | 384.21 |
| 2022-09-30 | $5.9M | 16k | 358.67 |
| 2022-06-30 | $7.0M | 19k | 379.13 |
| 2022-03-31 | $11M | 24k | 453.68 |
| 2021-12-31 | $14M | 30k | 476.98 |
| 2021-09-30 | $13M | 31k | 430.81 |
| 2021-06-30 | $19M | 43k | 429.91 |
| 2021-03-31 | $18M | 44k | 397.81 |
| 2020-12-31 | $17M | 45k | 375.39 |
| 2020-09-30 | $16M | 49k | 336.06 |
| 2020-06-30 | $16M | 51k | 309.70 |
| 2020-03-31 | $13M | 52k | 258.40 |
| 2019-12-31 | $18M | 55k | 323.25 |
| 2019-09-30 | $18M | 59k | 298.52 |
| 2019-06-30 | $19M | 66k | 294.75 |
| 2019-03-31 | $20M | 69k | 284.55 |
| 2018-12-31 | $18M | 72k | 251.62 |
| 2018-09-30 | $22M | 75k | 292.72 |
| 2018-06-30 | $21M | 78k | 273.05 |
| 2018-03-31 | $21M | 79k | 265.37 |
| 2017-12-31 | $21M | 79k | 268.84 |
| 2017-09-30 | $20M | 80k | 252.93 |
| 2017-06-30 | $20M | 82k | 243.42 |
| 2017-03-31 | $20M | 84k | 237.28 |
| 2016-12-31 | $20M | 87k | 224.99 |
| 2016-09-30 | $20M | 90k | 217.55 |
| 2016-06-30 | $20M | 93k | 210.50 |
| 2016-03-31 | $20M | 94k | 206.65 |
| 2015-12-31 | $19M | 95k | 204.87 |
| 2015-09-30 | $19M | 96k | 192.71 |
| 2015-06-30 | $20M | 98k | 207.22 |
| 2015-03-31 | $21M | 99k | 207.83 |
| 2014-12-31 | $20M | 95k | 206.87 |
| 2014-09-30 | $20M | 99k | 198.26 |
| 2014-06-30 | $20M | 100k | 197.00 |
| 2013-12-31 | $19M | 101k | 185.65 |
| 2013-09-30 | $17M | 101k | 168.90 |
| 2013-06-30 | $16M | 99k | 160.88 |