iShares S&P 500 Index shares owned by Aspireon Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aspireon Wealth Advisors
from 13F filings
Historical chart of Aspireon Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aspireon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $37M | 89k | 411.09 |
| 2022-12-31 | $40M | 106k | 377.09 |
| 2022-09-30 | $56M | 155k | 358.97 |
| 2022-06-30 | $75M | 197k | 379.44 |
| 2022-03-31 | $95M | 208k | 454.08 |
| 2021-12-31 | $62M | 130k | 474.99 |
| 2021-09-30 | $36M | 85k | 430.83 |
| 2021-06-30 | $45M | 104k | 429.05 |
| 2021-03-31 | $39M | 100k | 390.00 |
| 2020-12-31 | $40M | 108k | 372.92 |