iShares S&P 500 Index shares owned by IFG Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 21k | 525.75 |
| 2023-12-31 | $10M | 22k | 477.65 |
| 2023-09-30 | $8.6M | 20k | 429.45 |
| 2023-06-30 | $7.9M | 18k | 445.71 |
| 2023-03-31 | $7.1M | 17k | 411.09 |
| 2022-12-31 | $7.3M | 19k | 384.19 |
| 2022-09-30 | $7.3M | 20k | 358.63 |
| 2022-06-30 | $8.3M | 22k | 379.15 |
| 2022-03-31 | $9.0M | 20k | 453.66 |
| 2021-12-31 | $8.2M | 17k | 476.96 |
| 2021-09-30 | $6.9M | 16k | 430.82 |
| 2021-06-30 | $6.6M | 15k | 429.93 |
| 2021-03-31 | $5.5M | 14k | 397.83 |
| 2020-12-31 | $4.5M | 12k | 375.32 |
| 2020-09-30 | $4.4M | 13k | 336.00 |
| 2020-06-30 | $3.3M | 11k | 309.67 |
| 2020-03-31 | $2.2M | 8.5k | 258.39 |
| 2019-12-31 | $2.2M | 6.8k | 323.10 |
| 2019-09-30 | $1.9M | 6.3k | 298.46 |