iShares S&P 500 Index shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 3.5k | 525.73 |
| 2023-12-31 | $1.9M | 4.0k | 477.19 |
| 2023-09-30 | $1.5M | 3.6k | 429.43 |
| 2023-06-30 | $1.3M | 2.9k | 445.72 |
| 2023-03-31 | $1.2M | 3.0k | 411.07 |
| 2022-12-31 | $1.2M | 3.0k | 384.25 |
| 2022-09-30 | $1.2M | 3.2k | 358.74 |
| 2022-06-30 | $1.2M | 3.1k | 379.21 |
| 2022-03-31 | $1.3M | 2.9k | 453.76 |
| 2021-12-31 | $1.2M | 2.5k | 476.97 |
| 2021-09-30 | $1.0M | 2.4k | 430.77 |
| 2021-06-30 | $1.2M | 2.7k | 430.10 |
| 2021-03-31 | $690k | 1.7k | 397.69 |
| 2020-12-31 | $564k | 1.5k | 375.25 |
| 2020-09-30 | $494k | 1.5k | 336.05 |
| 2020-06-30 | $442k | 1.4k | 309.96 |
| 2020-03-31 | $481k | 1.9k | 258.46 |
| 2019-12-31 | $629k | 1.9k | 323.23 |
More positions owned by Acorn Financial Advisory Services
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