iShares S&P 500 Index shares owned by ARS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ARS Wealth Advisors
from 13F filings
Historical chart of ARS Wealth Advisors 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 ARS Wealth Advisors 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 ARS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $390k | 906 | 430.46 |
| 2021-03-31 | $360k | 906 | 397.35 |
| 2020-12-31 | $340k | 906 | 375.28 |
| 2020-09-30 | $304k | 906 | 335.54 |
| 2020-06-30 | $281k | 906 | 310.15 |
| 2020-03-31 | $303k | 1.2k | 258.75 |
| 2019-12-31 | $305k | 945 | 322.75 |
| 2019-09-30 | $276k | 925 | 298.38 |
| 2019-06-30 | $273k | 925 | 295.14 |
| 2019-03-31 | $263k | 925 | 284.32 |
| 2018-12-31 | $257k | 1.0k | 251.47 |
| 2018-09-30 | $299k | 1.0k | 292.56 |
| 2018-06-30 | $279k | 1.0k | 272.99 |
| 2018-03-31 | $280k | 1.1k | 264.90 |
| 2017-12-31 | $304k | 1.1k | 268.55 |
| 2017-09-30 | $277k | 1.1k | 252.97 |
| 2017-06-30 | $267k | 1.1k | 243.84 |
| 2017-03-31 | $279k | 1.2k | 237.04 |
| 2016-12-31 | $275k | 1.2k | 225.04 |
| 2016-09-30 | $243k | 1.1k | 217.55 |
| 2016-06-30 | $218k | 1.0k | 210.63 |
| 2016-03-31 | $229k | 1.1k | 206.31 |
| 2015-12-31 | $227k | 1.1k | 204.50 |
| 2015-09-30 | $214k | 1.1k | 192.79 |
| 2015-06-30 | $230k | 1.1k | 207.21 |
| 2015-03-31 | $231k | 1.1k | 208.11 |
| 2014-12-31 | $234k | 1.1k | 207.08 |