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iShares S&P 500 Index shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services 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 Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 2.3k 525.73
2023-12-31 $1.1M 2.2k 477.63
2023-09-30 $952k 2.2k 429.43
2023-06-30 $988k 2.2k 445.71
2023-03-31 $1.0M 2.5k 411.08
2022-12-31 $1.0M 2.7k 384.21
2022-09-30 $3.4M 9.1k 378.53
2022-06-30 $3.3M 8.6k 379.09
2022-03-31 $3.7M 8.1k 454.74
2021-12-31 $3.8M 7.9k 477.00
2021-09-30 $4.1M 9.5k 430.86
2021-06-30 $4.3M 10k 429.89
2021-03-31 $4.1M 10k 402.09
2020-12-31 $3.9M 10k 375.41
2020-09-30 $2.7M 8.0k 338.27
2020-06-30 $2.0M 6.3k 309.62
2020-03-31 $1.1M 4.5k 246.85
2019-12-31 $590k 1.8k 323.11
2019-09-30 $347k 1.2k 298.62
2019-06-30 $104k 353 294.62
2019-03-31 $102k 353 288.95
2018-12-31 $106k 423 250.59
2018-09-30 $321k 1.1k 292.88
2018-06-30 $34k 126 269.84
2018-03-31 $33k 126 261.90
2017-12-31 $34k 126 269.84
2017-09-30 $32k 126 253.97
2017-06-30 $31k 126 246.03
2017-03-31 $30k 126 238.10
2016-12-31 $62k 274 226.28
2016-09-30 $28k 128 218.75
2015-12-31 $17k 82 207.32
2013-09-30 $178k 1.1k 168.72
2013-06-30 $427k 2.7k 160.83
2013-03-31 $424k 2.7k 156.75

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Angel Oak Funds Trust Income Etf (CARY)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advocacy Wealth Management Services

Top funds holding iShares S&P 500 Index

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