iShares S&P 500 Index shares owned by AdviceOne Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AdviceOne Advisory Services
from 13F filings
Historical chart of AdviceOne Advisory Services 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 AdviceOne Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by AdviceOne Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $625k | 934 | 669.30 |
| 2025-06-30 | $580k | 934 | 620.90 |
| 2025-03-31 | $525k | 934 | 561.90 |
| 2024-12-31 | $529k | 899 | 588.68 |
More positions owned by AdviceOne Advisory Services
View all positions for AdviceOne Advisory Services