iShares S&P 500 Index shares owned by Toth Financial Advisory Corporation
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Toth Financial Advisory Corporation
from 13F filings
Historical chart of Toth Financial Advisory Corporation investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Toth Financial Advisory Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $240k | 456 | 525.73 |
| 2023-12-31 | $272k | 570 | 477.63 |
| 2023-09-30 | $266k | 620 | 429.43 |
| 2023-06-30 | $276k | 620 | 445.71 |
| 2023-03-31 | $208k | 506 | 411.08 |
| 2022-12-31 | $156k | 406 | 384.21 |
| 2022-09-30 | $146k | 406 | 359.61 |
| 2022-06-30 | $11k | 28 | 392.86 |
| 2022-03-31 | $37k | 81 | 456.79 |
| 2021-12-31 | $13k | 28 | 464.29 |
| 2021-09-30 | $12k | 28 | 428.57 |
| 2021-06-30 | $13k | 30 | 433.33 |
| 2021-03-31 | $12k | 30 | 400.00 |
| 2020-12-31 | $11k | 30 | 366.67 |
| 2020-09-30 | $10k | 30 | 333.33 |
| 2020-06-30 | $9.0k | 30 | 300.00 |
| 2020-03-31 | $8.0k | 30 | 266.67 |
| 2019-12-31 | $10k | 30 | 333.33 |
More positions owned by Toth Financial Advisory Corporation
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