iShares S&P 500 Index shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.0M | 13k | 525.74 |
| 2023-12-31 | $6.3M | 13k | 477.63 |
| 2023-09-30 | $5.8M | 14k | 429.44 |
| 2023-06-30 | $6.2M | 14k | 445.70 |
| 2023-03-31 | $5.5M | 13k | 411.09 |
| 2022-12-31 | $5.1M | 13k | 384.20 |
| 2022-09-30 | $4.8M | 13k | 358.65 |
| 2022-06-30 | $5.0M | 13k | 379.11 |
| 2022-03-31 | $6.1M | 13k | 453.63 |
| 2021-12-31 | $6.4M | 14k | 476.99 |
| 2021-09-30 | $5.9M | 14k | 430.81 |
| 2021-06-30 | $6.3M | 15k | 429.89 |
| 2021-03-31 | $5.8M | 15k | 397.84 |
| 2020-12-31 | $5.7M | 15k | 375.37 |
| 2020-09-30 | $8.3M | 25k | 336.07 |
| 2020-06-30 | $7.8M | 25k | 309.70 |
| 2020-03-31 | $6.6M | 26k | 258.40 |
| 2019-12-31 | $8.3M | 26k | 323.25 |
| 2019-09-30 | $9.1M | 30k | 298.51 |
| 2019-06-30 | $9.1M | 31k | 294.76 |
| 2019-03-31 | $8.8M | 31k | 284.56 |
| 2018-12-31 | $7.6M | 30k | 251.61 |
| 2018-09-30 | $9.1M | 31k | 292.72 |
| 2018-06-30 | $8.5M | 31k | 273.06 |
| 2018-03-31 | $8.4M | 32k | 265.36 |
| 2017-12-31 | $8.9M | 33k | 268.85 |
| 2017-09-30 | $8.5M | 34k | 252.93 |
| 2017-06-30 | $8.2M | 34k | 243.41 |
| 2017-03-31 | $8.0M | 34k | 237.28 |
| 2016-12-31 | $7.6M | 34k | 224.99 |
| 2016-09-30 | $7.5M | 35k | 217.57 |
| 2016-06-30 | $7.2M | 34k | 210.50 |
| 2016-03-31 | $7.0M | 34k | 206.66 |
| 2015-12-31 | $6.9M | 34k | 204.88 |
| 2015-09-30 | $6.4M | 34k | 192.70 |
| 2015-06-30 | $6.4M | 31k | 207.22 |
| 2015-03-31 | $6.3M | 30k | 207.84 |
| 2014-12-31 | $6.4M | 31k | 206.87 |
| 2014-09-30 | $6.6M | 33k | 198.26 |
| 2014-06-30 | $6.7M | 34k | 196.99 |
| 2014-03-31 | $6.5M | 35k | 188.15 |
| 2013-12-31 | $6.6M | 35k | 185.64 |
| 2013-09-30 | $6.2M | 37k | 168.90 |
| 2013-06-30 | $6.1M | 38k | 160.87 |
| 2013-03-31 | $6.2M | 39k | 157.36 |
| 2012-12-31 | $5.7M | 40k | 143.15 |