iShares S&P 500 Index shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by CWS Financial 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 CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.0M | 5.4k | 547.21 |
| 2024-03-31 | $2.9M | 5.5k | 525.74 |
| 2023-12-31 | $2.5M | 5.3k | 477.66 |
| 2023-09-30 | $2.3M | 5.3k | 429.44 |
| 2023-06-30 | $2.4M | 5.3k | 445.72 |
| 2023-03-31 | $2.2M | 5.3k | 411.09 |
| 2022-12-31 | $1.1M | 2.9k | 397.83 |
| 2022-09-30 | $1.9M | 5.2k | 358.75 |
| 2022-06-30 | $2.0M | 5.2k | 379.08 |
| 2022-03-31 | $2.4M | 5.2k | 453.66 |
| 2021-12-31 | $3.1M | 6.4k | 477.10 |
| 2021-06-30 | $1.3M | 3.0k | 430.02 |
| 2021-03-31 | $1.1M | 2.9k | 397.83 |
| 2020-12-31 | $1.1M | 2.9k | 375.44 |
| 2020-09-30 | $973k | 2.9k | 336.10 |
| 2020-06-30 | $893k | 2.9k | 309.85 |