iShares S&P 500 Index shares owned by Brown Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brown Financial Advisory
from 13F filings
Historical chart of Brown Financial Advisory investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Brown Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Brown Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.4k | 669.30 |
| 2025-06-30 | $1.5M | 2.4k | 620.90 |
| 2025-03-31 | $1.4M | 2.4k | 561.90 |
| 2024-12-31 | $1.4M | 2.4k | 588.68 |
| 2024-09-30 | $1.5M | 2.5k | 576.82 |
| 2024-06-30 | $1.4M | 2.6k | 547.23 |
| 2024-03-31 | $1.3M | 2.6k | 525.73 |
| 2023-12-31 | $1.2M | 2.6k | 477.63 |
| 2023-09-30 | $1.1M | 2.6k | 429.43 |
| 2023-06-30 | $1.2M | 2.6k | 445.71 |
| 2023-03-31 | $1.1M | 2.7k | 411.08 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $987k | 2.8k | 358.52 |
| 2022-06-30 | $1.0M | 2.8k | 379.17 |
| 2022-03-31 | $1.3M | 2.8k | 453.56 |
| 2021-12-31 | $1.3M | 2.8k | 477.13 |
| 2021-09-30 | $1.2M | 2.8k | 430.73 |
| 2021-06-30 | $1.2M | 2.8k | 429.95 |
| 2021-03-31 | $1.1M | 2.8k | 397.96 |
| 2020-12-31 | $1.1M | 3.1k | 375.41 |