iShares S&P 500 Index shares owned by Andesa Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Andesa Financial Management
from 13F filings
Historical chart of Andesa Financial Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Andesa Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $4.8M | 20k | 238.37 |
| 2022-12-31 | $3.5M | 9.2k | 384.21 |
| 2022-09-30 | $5.8M | 16k | 358.68 |
| 2022-06-30 | $2.9M | 7.6k | 379.14 |
| 2022-03-31 | $3.7M | 8.2k | 453.34 |
| 2021-12-31 | $4.2M | 8.8k | 476.98 |
| 2021-09-30 | $4.0M | 9.3k | 431.23 |
| 2021-06-30 | $7.6M | 18k | 429.83 |
| 2021-03-31 | $6.3M | 16k | 397.84 |
| 2020-12-31 | $2.7M | 7.2k | 375.54 |
| 2020-09-30 | $4.0M | 12k | 336.09 |
| 2020-06-30 | $1.7M | 5.6k | 310.06 |
| 2020-03-31 | $1.8M | 6.9k | 258.03 |
| 2019-12-31 | $1.8M | 5.7k | 322.31 |
| 2019-09-30 | $550k | 1.8k | 298.10 |
| 2019-06-30 | $711k | 2.4k | 294.17 |
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