iShares S&P 500 Index shares owned by Advus Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advus Financial Partners
from 13F filings
Historical chart of Advus Financial Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Advus Financial Partners 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 Advus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $32M | 42k | 748.89 |
| 2026-03-31 | $27M | 42k | 653.21 |
| 2025-12-31 | $29M | 42k | 684.94 |
| 2025-09-30 | $28M | 42k | 669.30 |
| 2025-06-30 | $31M | 49k | 620.90 |
| 2025-03-31 | $31M | 54k | 561.90 |
| 2024-12-31 | $34M | 57k | 588.68 |
| 2024-09-30 | $39M | 67k | 576.82 |
| 2024-06-30 | $40M | 73k | 547.23 |
| 2024-03-31 | $40M | 75k | 525.73 |
| 2023-12-31 | $35M | 72k | 477.63 |
| 2023-09-30 | $30M | 69k | 429.43 |
| 2023-06-30 | $34M | 75k | 445.71 |
| 2023-03-31 | $34M | 82k | 411.08 |
| 2022-12-31 | $39M | 101k | 384.21 |
| 2022-09-30 | $35M | 97k | 358.65 |
| 2022-06-30 | $35M | 92k | 379.15 |
| 2022-03-31 | $38M | 83k | 453.69 |
| 2021-09-30 | $36M | 76k | 476.99 |