iShares S&P 500 Index shares owned by Intelligent Financial Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intelligent Financial Strategies
from 13F filings
Historical chart of Intelligent Financial Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Intelligent Financial Strategies 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 Intelligent Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 7.5k | 525.75 |
| 2023-12-31 | $3.5M | 7.4k | 477.66 |
| 2023-09-30 | $3.2M | 7.5k | 431.41 |
| 2023-06-30 | $3.6M | 8.1k | 445.72 |
| 2023-03-31 | $3.3M | 8.1k | 411.10 |
| 2022-12-31 | $3.2M | 8.3k | 384.21 |
| 2022-09-30 | $2.4M | 6.7k | 358.63 |
| 2022-06-30 | $2.6M | 6.7k | 379.12 |
| 2022-03-31 | $3.8M | 8.3k | 453.71 |
| 2021-12-31 | $4.1M | 8.6k | 477.02 |
More positions owned by Intelligent Financial Strategies
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