iShares S&P 500 Index shares owned by Buttonwood Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Buttonwood Financial Advisors
from 13F filings
Historical chart of Buttonwood Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Buttonwood Financial Advisors 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 Buttonwood Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $492k | 837 | 588.33 |
| 2024-09-30 | $479k | 830 | 576.47 |
| 2024-06-30 | $447k | 818 | 546.90 |
| 2024-03-31 | $395k | 752 | 525.38 |
| 2023-12-31 | $363k | 761 | 477.32 |
| 2023-09-30 | $333k | 775 | 429.15 |
| 2022-03-31 | $200k | 441 | 453.51 |
| 2021-12-31 | $221k | 463 | 477.32 |
More positions owned by Buttonwood Financial Advisors
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