iShares S&P 500 Index shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Certified Advisory Corp 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 Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $20M | 36k | 547.23 |
| 2024-03-31 | $19M | 35k | 525.73 |
| 2023-12-31 | $17M | 35k | 477.63 |
| 2023-09-30 | $15M | 213k | 70.62 |
| 2023-06-30 | $16M | 35k | 445.70 |
| 2023-03-31 | $15M | 36k | 411.08 |
| 2022-12-31 | $14M | 37k | 384.21 |
| 2022-09-30 | $13M | 36k | 358.65 |
| 2022-06-30 | $13M | 35k | 379.14 |
| 2022-03-31 | $16M | 35k | 453.67 |
| 2021-12-31 | $17M | 35k | 476.99 |
| 2021-09-30 | $15M | 34k | 430.82 |
| 2021-06-30 | $14M | 33k | 429.91 |
| 2021-03-31 | $13M | 33k | 397.81 |
| 2020-06-30 | $10M | 33k | 309.69 |
| 2020-03-31 | $8.3M | 32k | 258.38 |
| 2019-12-31 | $10M | 32k | 323.23 |
| 2019-09-30 | $9.4M | 32k | 298.53 |
| 2019-06-30 | $8.1M | 28k | 294.76 |
| 2019-03-31 | $8.1M | 29k | 284.57 |
| 2018-12-31 | $7.0M | 28k | 251.60 |
| 2018-09-30 | $8.1M | 28k | 292.74 |
| 2018-06-30 | $7.4M | 27k | 273.04 |
| 2018-03-31 | $7.2M | 27k | 265.37 |
| 2017-12-31 | $5.1M | 19k | 268.83 |