iShares S&P 500 Index shares owned by Continuum Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum 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 Continuum 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 Continuum Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.4M | 16k | 596.25 |
| 2024-06-30 | $8.7M | 16k | 547.22 |
| 2024-03-31 | $8.3M | 16k | 522.66 |
| 2023-12-31 | $8.9M | 19k | 477.66 |
| 2023-09-30 | $6.2M | 14k | 429.43 |
| 2023-06-30 | $6.4M | 14k | 445.71 |
| 2023-03-31 | $6.3M | 15k | 411.07 |
| 2022-12-31 | $4.7M | 12k | 384.21 |
| 2022-09-30 | $7.4M | 21k | 358.66 |
| 2022-06-30 | $3.7M | 9.7k | 379.21 |
| 2022-03-31 | $5.2M | 13k | 413.59 |
| 2021-12-31 | $5.9M | 12k | 476.98 |
| 2021-09-30 | $5.2M | 12k | 430.82 |
| 2021-06-30 | $4.1M | 9.5k | 429.92 |
| 2021-03-31 | $3.5M | 8.3k | 417.43 |
| 2020-12-31 | $3.5M | 9.3k | 375.40 |
| 2020-09-30 | $3.2M | 9.4k | 338.28 |
| 2020-06-30 | $3.3M | 11k | 311.76 |
| 2020-03-31 | $3.4M | 14k | 246.80 |
| 2019-12-31 | $4.7M | 15k | 323.27 |
| 2019-09-30 | $4.4M | 15k | 294.91 |
| 2019-06-30 | $5.0M | 17k | 297.33 |
| 2019-03-31 | $6.1M | 21k | 287.84 |
| 2018-12-31 | $4.5M | 18k | 251.60 |
| 2018-09-30 | $4.5M | 15k | 293.89 |
| 2018-06-30 | $4.6M | 17k | 273.07 |
| 2018-03-31 | $5.0M | 19k | 265.35 |
| 2017-12-31 | $5.7M | 21k | 268.86 |
| 2017-09-30 | $5.1M | 20k | 252.92 |
| 2017-06-30 | $3.8M | 16k | 243.43 |
| 2017-03-31 | $3.5M | 15k | 237.27 |