iShares S&P 500 Index shares owned by Barber Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Barber Financial
from 13F filings
Historical chart of Barber Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Barber Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $222k | 541 | 410.83 |
| 2022-12-31 | $206k | 536 | 383.97 |
| 2022-09-30 | $219k | 612 | 357.84 |
| 2021-12-31 | $13M | 28k | 476.98 |
| 2021-09-30 | $13M | 31k | 430.84 |
| 2021-06-30 | $5.3M | 12k | 429.97 |
| 2021-03-31 | $4.9M | 12k | 397.84 |
| 2020-12-31 | $4.5M | 12k | 375.42 |
| 2020-09-30 | $4.2M | 12k | 336.09 |
| 2020-06-30 | $3.8M | 12k | 309.67 |
| 2020-03-31 | $3.2M | 12k | 258.40 |
| 2019-12-31 | $4.3M | 13k | 323.20 |
| 2019-09-30 | $4.0M | 13k | 305.03 |
| 2019-06-30 | $3.9M | 13k | 294.73 |
| 2019-03-31 | $3.8M | 13k | 284.60 |
| 2018-12-31 | $3.5M | 14k | 251.60 |
| 2018-09-30 | $3.9M | 13k | 292.74 |
| 2018-06-30 | $3.7M | 13k | 273.02 |
| 2018-03-31 | $3.7M | 14k | 265.37 |
| 2017-12-31 | $3.8M | 14k | 268.84 |
| 2017-09-30 | $7.4M | 29k | 252.91 |
| 2017-06-30 | $21M | 84k | 243.40 |
| 2017-03-31 | $7.9M | 33k | 237.27 |
| 2016-12-31 | $8.0M | 35k | 225.00 |