iShares S&P 500 Index shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $35M | 98k | 358.65 |
| 2022-06-30 | $31M | 81k | 384.01 |
| 2022-03-31 | $37M | 83k | 453.51 |
| 2021-12-31 | $45M | 93k | 478.46 |
| 2021-09-30 | $43M | 99k | 430.97 |
| 2021-06-30 | $42M | 98k | 429.92 |
| 2021-03-31 | $31M | 78k | 397.82 |
| 2020-12-31 | $30M | 80k | 375.40 |
| 2020-09-30 | $19M | 56k | 336.06 |
| 2020-06-30 | $18M | 59k | 312.06 |
| 2020-03-31 | $25M | 97k | 252.29 |
| 2019-12-31 | $37M | 112k | 324.91 |
| 2019-09-30 | $33M | 110k | 296.89 |
| 2019-06-30 | $31M | 104k | 295.47 |
| 2019-03-31 | $29M | 102k | 285.78 |
| 2018-12-31 | $20M | 78k | 256.09 |
| 2018-09-30 | $23M | 79k | 292.73 |
| 2018-06-30 | $16M | 58k | 273.04 |
| 2018-03-31 | $33M | 126k | 265.36 |
| 2017-12-31 | $23M | 92k | 252.94 |
| 2017-09-30 | $23M | 92k | 252.94 |
| 2017-06-30 | $9.0M | 37k | 243.40 |
| 2017-03-31 | $63M | 264k | 237.27 |
| 2016-12-31 | $2.8M | 12k | 225.02 |
| 2016-09-30 | $2.5M | 12k | 217.56 |
| 2016-06-30 | $3.7M | 18k | 210.52 |
| 2014-12-31 | $1.3M | 6.4k | 206.88 |
| 2014-09-30 | $472k | 2.4k | 195.77 |
| 2014-06-30 | $920k | 4.7k | 197.00 |