iShares S&P 500 Index shares owned by Ashford Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ashford Advisors
from 13F filings
Historical chart of Ashford Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ashford Advisors 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 Ashford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $211M | 441k | 477.63 |
| 2023-09-30 | $186M | 432k | 429.43 |
| 2023-06-30 | $178M | 398k | 445.71 |
| 2023-03-31 | $159M | 387k | 411.08 |
| 2022-12-31 | $149M | 388k | 384.21 |
| 2022-09-30 | $141M | 394k | 358.65 |
| 2022-06-30 | $149M | 394k | 379.15 |
| 2022-03-31 | $193M | 425k | 453.69 |
| 2021-12-31 | $203M | 426k | 476.99 |
| 2021-09-30 | $185M | 429k | 430.82 |
| 2021-06-30 | $182M | 424k | 429.92 |
| 2021-03-31 | $164M | 412k | 397.82 |
| 2020-12-31 | $127M | 339k | 375.39 |