iShares S&P 500 Index shares owned by Delta Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Delta Financial Advisors
from 13F filings
Historical chart of Delta Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Delta 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 Delta Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $740k | 1.4k | 525.66 |
| 2023-12-31 | $670k | 1.4k | 477.75 |
| 2023-09-30 | $599k | 1.4k | 429.41 |
| 2023-06-30 | $570k | 1.3k | 445.68 |
| 2023-03-31 | $345k | 838 | 411.08 |
| 2022-12-31 | $297k | 774 | 384.14 |
| 2022-09-30 | $276k | 769 | 358.91 |
| 2022-06-30 | $292k | 769 | 379.71 |
| 2022-03-31 | $341k | 752 | 453.46 |
| 2021-12-31 | $351k | 736 | 476.90 |
| 2021-09-30 | $279k | 648 | 430.56 |