iShares S&P 500 Index shares owned by Emerald Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Emerald Advisors
from 13F filings
Historical chart of Emerald Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Emerald Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.1M | 12k | 525.73 |
| 2023-12-31 | $5.6M | 12k | 477.63 |
| 2023-09-30 | $5.0M | 12k | 429.45 |
| 2023-06-30 | $5.2M | 12k | 445.70 |
| 2023-03-31 | $4.5M | 11k | 411.06 |
| 2022-12-31 | $3.8M | 9.9k | 384.23 |
| 2022-09-30 | $3.2M | 8.8k | 358.62 |
| 2022-06-30 | $3.4M | 8.9k | 379.16 |
| 2022-03-31 | $3.9M | 8.6k | 453.69 |
| 2021-12-31 | $4.0M | 8.3k | 476.95 |
| 2021-09-30 | $3.8M | 8.9k | 430.86 |
| 2021-06-30 | $3.7M | 8.6k | 429.94 |
| 2021-03-31 | $2.8M | 7.1k | 397.88 |
| 2020-12-31 | $2.1M | 5.6k | 375.47 |
| 2020-09-30 | $1.9M | 5.7k | 335.95 |
| 2020-06-30 | $1.7M | 5.5k | 309.76 |
| 2020-03-31 | $1.5M | 5.2k | 293.50 |
| 2019-12-31 | $693k | 2.1k | 324.74 |