iShares S&P 500 Index shares owned by Carson Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 608 | 668.75 |
| 2025-06-30 | $370k | 596 | 621.11 |
| 2025-03-31 | $360k | 641 | 561.80 |
| 2024-12-31 | $377k | 641 | 588.29 |
| 2024-09-30 | $753k | 1.3k | 577.01 |
| 2024-06-30 | $707k | 1.3k | 547.05 |
| 2024-03-31 | $745k | 1.4k | 525.81 |
| 2023-12-31 | $658k | 1.4k | 477.52 |
| 2023-09-30 | $661k | 1.5k | 429.44 |
| 2023-06-30 | $694k | 1.6k | 445.72 |
| 2023-03-31 | $669k | 1.6k | 411.17 |
| 2022-12-31 | $629k | 1.6k | 384.22 |
| 2022-09-30 | $589k | 1.6k | 358.49 |
| 2022-06-30 | $611k | 1.6k | 379.03 |
| 2022-03-31 | $718k | 1.6k | 453.57 |
| 2021-12-31 | $649k | 1.4k | 476.86 |