iShares S&P 500 Index shares owned by Astoria Strategic Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Astoria Strategic Wealth
from 13F filings
Historical chart of Astoria Strategic Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Astoria Strategic Wealth 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 Astoria Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.0M | 11k | 477.63 |
| 2023-09-30 | $4.5M | 11k | 429.43 |
| 2023-06-30 | $4.6M | 10k | 445.71 |
| 2023-03-31 | $4.2M | 10k | 411.08 |
| 2022-12-31 | $3.8M | 9.9k | 384.21 |
| 2022-09-30 | $3.3M | 9.1k | 358.65 |
| 2022-06-30 | $3.5M | 9.2k | 379.16 |
| 2022-03-31 | $5.1M | 11k | 453.70 |
| 2021-12-31 | $5.1M | 11k | 476.99 |