iShares S&P 500 Index shares owned by Adaptive Financial Consulting
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Adaptive Financial Consulting
from 13F filings
Historical chart of Adaptive Financial Consulting investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Adaptive Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 43k | 669.31 |
| 2025-06-30 | $27M | 43k | 620.90 |
| 2025-03-31 | $24M | 44k | 561.90 |
| 2024-12-31 | $26M | 45k | 588.68 |
| 2024-09-30 | $26M | 45k | 576.82 |
| 2024-06-30 | $25M | 45k | 547.23 |
| 2024-03-31 | $23M | 44k | 525.73 |
| 2023-12-31 | $21M | 44k | 477.63 |
| 2023-09-30 | $20M | 46k | 429.43 |
| 2023-06-30 | $20M | 45k | 445.72 |
| 2023-03-31 | $2.5M | 6.0k | 411.09 |
| 2022-12-31 | $2.3M | 5.9k | 384.26 |
| 2022-09-30 | $1.6M | 4.5k | 358.76 |
| 2022-06-30 | $1.7M | 4.4k | 379.19 |
| 2022-03-31 | $2.0M | 4.4k | 453.65 |
| 2021-12-31 | $2.0M | 4.3k | 477.06 |
| 2021-09-30 | $1.8M | 4.2k | 430.73 |
| 2021-06-30 | $1.8M | 4.3k | 429.94 |
| 2021-03-31 | $1.7M | 4.2k | 397.82 |
| 2020-12-31 | $1.5M | 4.1k | 375.30 |
| 2020-09-30 | $1.4M | 4.2k | 336.03 |
| 2020-06-30 | $1.3M | 4.1k | 309.79 |
| 2020-03-31 | $629k | 2.4k | 258.21 |
| 2019-12-31 | $743k | 2.3k | 323.32 |
More positions owned by Adaptive Financial Consulting
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