iShares S&P 500 Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment 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 Powell Investment 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 Powell Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $36k | 69 | 525.72 |
2023-12-31 | $33k | 69 | 477.62 |
2023-09-30 | $30k | 69 | 431.42 |
2023-06-30 | $44k | 98 | 445.71 |
2023-03-31 | $40k | 98 | 411.08 |
2022-12-31 | $38k | 98 | 384.21 |
2022-09-30 | $35k | 98 | 357.14 |
2022-06-30 | $37k | 98 | 377.55 |
2022-03-31 | $44k | 98 | 448.98 |
2021-12-31 | $47k | 98 | 479.59 |
2021-06-30 | $30k | 69 | 434.78 |
2021-03-31 | $27k | 69 | 391.30 |
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