iShares S&P 500 Index shares owned by Ellsworth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ellsworth Advisors
from 13F filings
Historical chart of Ellsworth 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 Ellsworth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Ellsworth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $350k | 681 | 513.39 |
2023-12-31 | $325k | 679 | 477.92 |
2023-09-30 | $347k | 810 | 428.53 |
2023-06-30 | $301k | 675 | 445.57 |
2023-03-31 | $277k | 673 | 411.18 |
2022-12-31 | $267k | 679 | 393.33 |
2021-09-30 | $235k | 546 | 430.40 |
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