iShares S&P 500 Index shares owned by DHK Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by DHK Financial Advisors
from 13F filings
Historical chart of DHK Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by DHK 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 DHK Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.4M | 20k | 477.63 |
| 2023-09-30 | $8.4M | 20k | 431.42 |
| 2023-06-30 | $8.7M | 20k | 445.71 |
| 2023-03-31 | $8.0M | 20k | 411.08 |
| 2022-12-31 | $7.5M | 20k | 384.21 |
| 2022-09-30 | $7.0M | 20k | 358.67 |
| 2022-06-30 | $15M | 40k | 379.15 |
| 2022-03-31 | $18M | 40k | 453.68 |
| 2021-12-31 | $9.6M | 20k | 476.99 |