Interactive Financial Advisors »

iShares S&P 500 Index shares owned by Interactive Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Interactive Financial Advisors from 13F filings

Historical chart of Interactive Financial 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 Interactive Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Interactive Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $725k 14k 52.37
2023-09-30 $24M 56k 429.43
2023-06-30 $18M 41k 445.71
2023-03-31 $19M 47k 411.08
2022-12-31 $18M 47k 384.21
2022-09-30 $17M 46k 358.65
2022-06-30 $18M 47k 387.70
2022-03-31 $20M 44k 451.74
2021-12-31 $23M 49k 476.99
2021-09-30 $22M 50k 430.81
2021-06-30 $22M 51k 429.92
2021-03-31 $22M 56k 397.83
2020-12-31 $20M 53k 377.36
2020-09-30 $19M 56k 336.05
2020-06-30 $18M 59k 309.69
2020-03-31 $16M 60k 258.41
2019-12-31 $21M 66k 323.25
2019-09-30 $20M 66k 298.53
2019-06-30 $20M 68k 294.76
2019-03-31 $20M 69k 284.56
2018-12-31 $17M 69k 251.61
2018-09-30 $21M 71k 292.74
2018-06-30 $20M 73k 273.05
2018-03-31 $20M 75k 265.37
2017-12-31 $22M 84k 268.85
2017-09-30 $22M 86k 252.93
2017-06-30 $20M 84k 243.41
2017-03-31 $20M 84k 237.27
2016-12-31 $19M 84k 224.99
2016-09-30 $19M 86k 217.56
2016-06-30 $19M 88k 210.50
2016-03-31 $19M 91k 206.65
2015-12-31 $19M 92k 204.86
2015-09-30 $19M 97k 192.71
2015-06-30 $21M 103k 207.22
2015-03-31 $24M 115k 207.83
2014-12-31 $27M 129k 206.87
2014-09-30 $29M 147k 198.26
2014-06-30 $30M 154k 197.00
2014-03-31 $31M 165k 188.14
2013-12-31 $31M 169k 185.65
2013-09-30 $29M 169k 168.90
2013-06-30 $26M 164k 160.88
2013-03-31 $27M 172k 157.36
2012-12-31 $25M 177k 143.14
2012-09-30 $28M 193k 144.40
2012-06-30 $27M 199k 136.75
2012-03-31 $28M 200k 141.21
2011-09-30 $25B 217k 113690.00
2011-06-30 $31B 235k 132420.00
2011-03-31 $34B 253k 133010.00