iShares S&P 500 Index shares owned by ARS Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ARS Wealth Advisors Group
from 13F filings
Historical chart of ARS Wealth Advisors Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by ARS Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $470k | 984 | 477.63 |
| 2023-09-30 | $773k | 1.8k | 429.43 |
| 2023-06-30 | $670k | 1.5k | 445.71 |
| 2023-03-31 | $655k | 1.6k | 411.08 |
| 2022-12-31 | $661k | 1.7k | 384.21 |
| 2022-09-30 | $267k | 744 | 358.87 |
| 2022-06-30 | $282k | 744 | 379.03 |
| 2022-03-31 | $338k | 744 | 454.30 |
| 2021-12-31 | $365k | 766 | 476.50 |
| 2021-09-30 | $392k | 911 | 430.30 |