iShares S&P 500 Index shares owned by Advantage Trust
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advantage Trust
from 13F filings
Historical chart of Advantage Trust investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Advantage Trust 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 Advantage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $29k | 39 | 748.90 |
| 2024-12-31 | $36k | 61 | 588.67 |