iShares S&P 500 Index shares owned by Elevated Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elevated Capital Advisors
from 13F filings
Historical chart of Elevated Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Elevated Capital 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 Elevated Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 5.1k | 669.34 |
| 2025-06-30 | $3.1M | 5.6k | 561.89 |
| 2025-03-31 | $3.1M | 5.6k | 561.89 |
| 2024-12-31 | $3.2M | 5.5k | 588.68 |
| 2024-09-30 | $4.3M | 7.4k | 576.83 |
| 2024-06-30 | $4.9M | 8.9k | 547.22 |
| 2024-03-31 | $1.9M | 3.7k | 525.68 |
| 2023-12-31 | $1.8M | 3.8k | 477.65 |
| 2023-09-30 | $1.5M | 3.5k | 429.44 |
| 2023-06-30 | $2.6M | 5.9k | 445.72 |
| 2023-03-31 | $2.3M | 5.5k | 411.11 |
| 2022-12-31 | $2.0M | 5.3k | 384.21 |
| 2022-09-30 | $1.7M | 4.9k | 358.60 |
| 2022-03-31 | $398k | 878 | 453.30 |
| 2021-09-30 | $379k | 880 | 430.68 |
| 2021-03-31 | $299k | 722 | 414.13 |
| 2019-12-31 | $1.4M | 4.2k | 323.34 |
| 2019-03-31 | $2.3M | 8.2k | 278.57 |