iShares S&P 500 Index shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $217k | 333 | 652.40 |
| 2022-09-30 | $279k | 778 | 358.61 |
| 2022-06-30 | $400k | 1.1k | 379.15 |
| 2022-03-31 | $511k | 1.1k | 453.42 |
| 2021-12-31 | $545k | 1.1k | 476.40 |
| 2021-09-30 | $488k | 1.1k | 431.10 |
| 2021-06-30 | $518k | 1.2k | 430.23 |
| 2021-03-31 | $513k | 1.3k | 397.98 |
| 2020-12-31 | $506k | 1.3k | 375.65 |
| 2020-09-30 | $473k | 1.4k | 335.94 |
| 2020-06-30 | $463k | 1.5k | 309.70 |
| 2020-03-31 | $673k | 2.6k | 258.25 |
| 2019-12-31 | $25M | 98k | 251.61 |
| 2019-09-30 | $29M | 95k | 298.52 |
| 2019-06-30 | $32M | 108k | 294.75 |
| 2019-03-31 | $31M | 110k | 284.56 |
| 2018-12-31 | $25M | 98k | 251.61 |