iShares S&P 500 Index shares owned by Access Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Access Financial Services
from 13F filings
Historical chart of Access Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Access Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 8.2k | 525.73 |
| 2023-12-31 | $4.0M | 8.4k | 477.63 |
| 2023-09-30 | $3.6M | 8.5k | 429.43 |
| 2023-06-30 | $3.8M | 8.5k | 445.71 |
| 2023-03-31 | $3.7M | 9.0k | 411.08 |
| 2022-12-31 | $4.0M | 10k | 384.21 |
| 2022-09-30 | $3.0M | 8.5k | 358.65 |
| 2022-06-30 | $3.2M | 8.4k | 379.20 |
| 2022-03-31 | $3.8M | 8.4k | 453.71 |
| 2021-12-31 | $4.0M | 8.3k | 477.04 |
| 2021-09-30 | $4.1M | 9.4k | 430.78 |
| 2021-06-30 | $4.1M | 9.5k | 429.91 |
| 2021-03-31 | $3.8M | 9.6k | 397.84 |
| 2020-12-31 | $4.0M | 11k | 375.44 |
| 2020-09-30 | $1.7M | 5.1k | 335.97 |
| 2020-06-30 | $1.6M | 5.1k | 309.77 |
| 2019-12-31 | $2.3M | 7.1k | 323.22 |
| 2019-09-30 | $2.5M | 8.4k | 298.49 |
| 2019-06-30 | $2.5M | 8.5k | 294.80 |
| 2019-03-31 | $2.1M | 7.5k | 284.54 |
| 2018-12-31 | $1.9M | 7.5k | 251.56 |
| 2018-09-30 | $1.7M | 5.9k | 292.76 |
| 2018-06-30 | $1.6M | 5.9k | 273.13 |
| 2018-03-31 | $1.6M | 5.9k | 265.45 |
| 2017-12-31 | $1.5M | 5.8k | 268.83 |
| 2017-09-30 | $1.5M | 5.9k | 252.95 |
| 2017-06-30 | $1.4M | 5.9k | 243.34 |
| 2017-03-31 | $1.5M | 6.3k | 237.22 |
| 2016-12-31 | $1.4M | 6.3k | 225.07 |