iShares S&P 500 Index shares owned by Advisor OS
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.4k | 669.30 |
| 2025-06-30 | $2.7M | 4.3k | 620.90 |
| 2025-03-31 | $2.0M | 3.6k | 561.65 |
| 2024-12-31 | $2.1M | 3.5k | 588.68 |
| 2024-09-30 | $1.7M | 3.0k | 576.82 |
| 2024-06-30 | $1.6M | 3.0k | 547.23 |
| 2024-03-31 | $1.5M | 2.9k | 525.73 |
| 2023-12-31 | $1.4M | 3.0k | 477.63 |
| 2023-09-30 | $1.1M | 2.7k | 429.43 |
| 2023-06-30 | $1.2M | 2.6k | 445.71 |
| 2023-03-31 | $496k | 1.2k | 411.22 |
| 2022-12-31 | $428k | 1.1k | 384.05 |
| 2022-09-30 | $375k | 1.1k | 355.56 |
| 2022-06-30 | $396k | 1.0k | 377.78 |
| 2022-03-31 | $474k | 1.0k | 453.53 |
| 2021-12-31 | $1.8M | 3.7k | 476.19 |