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iShares S&P 500 Index shares owned by Cardinal Strategic Wealth Guidance

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cardinal Strategic Wealth Guidance from 13F filings

Historical chart of Cardinal Strategic Wealth Guidance 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 Cardinal Strategic Wealth Guidance 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 Cardinal Strategic Wealth Guidance

Quarter filed Position value Share count Share price at filing
2024-09-30 $72M 125k 576.82
2024-06-30 $67M 122k 547.23
2024-03-31 $68M 129k 525.73
2023-12-31 $67M 140k 477.67
2023-09-30 $56M 130k 429.43
2023-06-30 $54M 121k 445.54
2023-03-31 $50M 122k 410.90
2022-12-31 $52M 135k 384.24
2022-09-30 $45M 126k 358.86
2022-06-30 $49M 128k 379.25
2022-03-31 $52M 115k 453.95
2021-12-31 $48M 100k 477.04
2021-09-30 $41M 95k 430.82
2021-06-30 $38M 89k 429.90
2021-03-31 $33M 84k 397.73
2020-12-31 $30M 81k 375.27
2020-09-30 $26M 77k 335.95
2020-06-30 $24M 79k 309.59
2020-03-31 $20M 77k 258.50
2019-12-31 $20M 61k 323.22