iShares S&P 500 Index shares owned by Axiom Financial Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Axiom Financial Strategies
from 13F filings
Historical chart of Axiom Financial Strategies investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Axiom Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 52k | 576.82 |
| 2024-06-30 | $16M | 29k | 547.24 |
| 2024-03-31 | $15M | 29k | 525.73 |
| 2023-09-30 | $13M | 30k | 429.43 |
| 2023-06-30 | $6.1M | 14k | 445.71 |
| 2022-12-31 | $5.9M | 15k | 384.21 |
| 2022-09-30 | $5.6M | 16k | 358.64 |
| 2022-06-30 | $6.3M | 17k | 379.16 |
| 2022-03-31 | $6.8M | 16k | 412.05 |
| 2021-12-31 | $8.2M | 17k | 476.96 |
| 2021-09-30 | $7.2M | 17k | 430.84 |
| 2021-06-30 | $7.2M | 17k | 429.92 |
| 2021-03-31 | $6.6M | 17k | 397.82 |
| 2020-12-31 | $6.6M | 18k | 375.37 |
| 2020-09-30 | $5.8M | 17k | 336.04 |
| 2020-06-30 | $5.4M | 17k | 309.67 |
| 2020-03-31 | $6.8M | 26k | 258.41 |
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