iShares S&P 500 Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Core Wealth 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 Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $106M | 184k | 576.82 |
| 2024-06-30 | $100M | 183k | 547.23 |
| 2024-03-31 | $96M | 183k | 525.73 |
| 2023-09-30 | $81M | 189k | 429.44 |
| 2023-06-30 | $81M | 182k | 445.71 |
| 2023-03-31 | $75M | 182k | 411.08 |
| 2022-12-31 | $70M | 183k | 384.21 |
| 2022-09-30 | $61M | 170k | 358.65 |
| 2022-06-30 | $44M | 116k | 379.15 |
| 2022-03-31 | $67M | 147k | 453.69 |
| 2021-12-31 | $56M | 118k | 476.99 |
| 2021-09-30 | $50M | 117k | 430.82 |
| 2021-06-30 | $48M | 111k | 429.92 |
| 2021-03-31 | $41M | 102k | 397.82 |
| 2020-12-31 | $36M | 95k | 375.39 |
| 2020-09-30 | $30M | 89k | 336.06 |
| 2020-06-30 | $28M | 89k | 309.69 |
| 2020-03-31 | $30M | 117k | 258.40 |
| 2019-12-31 | $23M | 71k | 323.24 |