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iShares S&P 500 Index shares owned by Advance Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advance Capital Management from 13F filings

Historical chart of Advance Capital Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Advance Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Advance Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 2.9k 525.71
2023-12-31 $1.5M 3.0k 477.56
2023-09-30 $1.3M 2.9k 429.39
2023-06-30 $1.0M 2.3k 445.65
2023-03-31 $647k 1.6k 411.02
2022-12-31 $580k 1.5k 384.21
2022-09-30 $402k 1.1k 358.29
2022-06-30 $425k 1.1k 378.79
2022-03-31 $543k 1.2k 453.63
2021-12-31 $549k 1.2k 477.39