iShares S&P 500 Index shares owned by Delos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Delos Wealth Advisors
from 13F filings
Historical chart of Delos Wealth Advisors 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 Delos Wealth Advisors 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 Delos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $245k | 424 | 576.82 |
| 2024-06-30 | $229k | 418 | 547.23 |
| 2024-03-31 | $214k | 407 | 525.73 |
| 2023-12-31 | $139k | 291 | 477.63 |
| 2023-09-30 | $132k | 291 | 452.69 |
| 2023-06-30 | $147k | 330 | 445.71 |
| 2023-03-31 | $136k | 330 | 411.08 |
| 2022-12-31 | $125k | 325 | 384.21 |
| 2022-09-30 | $140k | 389 | 359.90 |
| 2022-06-30 | $155k | 408 | 379.90 |
| 2022-03-31 | $181k | 400 | 452.50 |
| 2021-12-31 | $129k | 271 | 476.01 |
| 2021-09-30 | $117k | 271 | 431.73 |