iShares S&P 500 Index shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Adviser Investments 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 Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $91M | 191k | 477.63 |
| 2023-09-30 | $56M | 130k | 429.43 |
| 2023-06-30 | $63M | 141k | 445.71 |
| 2023-03-31 | $45M | 110k | 411.08 |
| 2022-12-31 | $45M | 112k | 397.25 |
| 2022-09-30 | $31M | 86k | 358.65 |
| 2022-06-30 | $33M | 87k | 379.15 |
| 2022-03-31 | $78M | 172k | 453.69 |
| 2021-12-31 | $114M | 238k | 476.99 |
| 2021-09-30 | $71M | 165k | 430.82 |
| 2021-06-30 | $104M | 242k | 429.92 |
| 2021-03-31 | $84M | 212k | 397.82 |
| 2020-12-31 | $75M | 200k | 375.39 |
| 2020-09-30 | $78M | 231k | 336.06 |
| 2020-06-30 | $50M | 163k | 309.69 |
| 2020-03-31 | $35M | 134k | 258.40 |
| 2019-12-31 | $99M | 306k | 323.24 |
| 2019-09-30 | $80M | 268k | 298.52 |
| 2019-06-30 | $66M | 225k | 294.75 |
| 2019-03-31 | $64M | 226k | 284.56 |
| 2018-12-31 | $52M | 206k | 251.61 |
| 2018-09-30 | $88M | 300k | 292.73 |
| 2018-06-30 | $79M | 289k | 273.05 |
| 2018-03-31 | $93M | 350k | 265.37 |
| 2017-12-31 | $104M | 386k | 268.85 |
| 2017-09-30 | $93M | 369k | 252.93 |
| 2017-06-30 | $80M | 330k | 243.41 |
| 2017-03-31 | $84M | 352k | 237.27 |
| 2016-12-31 | $971k | 4.3k | 224.92 |