iShares S&P 500 Index shares owned by Elevated Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elevated Capital Advisors
from 13F filings
Historical chart of Elevated Capital Advisors 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 Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Elevated Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 3.7k | 525.68 |
2023-12-31 | $1.8M | 3.8k | 477.65 |
2023-09-30 | $1.5M | 3.5k | 429.44 |
2023-06-30 | $2.6M | 5.9k | 445.72 |
2023-03-31 | $2.3M | 5.5k | 411.11 |
2022-12-31 | $2.0M | 5.3k | 384.21 |
2022-09-30 | $1.7M | 4.9k | 358.60 |
2022-03-31 | $398k | 878 | 453.30 |
2021-09-30 | $379k | 880 | 430.68 |
2021-03-31 | $299k | 722 | 414.13 |
2019-12-31 | $1.4M | 4.2k | 323.34 |
2019-03-31 | $2.3M | 8.2k | 278.57 |