iShares S&P 500 Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fermata 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 Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 61k | 576.82 |
| 2024-06-30 | $33M | 59k | 547.23 |
| 2024-03-31 | $31M | 60k | 525.73 |
| 2023-12-31 | $32M | 66k | 477.63 |
| 2023-09-30 | $20M | 46k | 429.54 |
| 2023-06-30 | $462k | 1.0k | 445.80 |
| 2023-03-31 | $11M | 27k | 411.14 |
| 2022-12-31 | $12M | 31k | 384.43 |
| 2022-09-30 | $17M | 48k | 358.77 |
| 2022-06-30 | $13M | 34k | 379.32 |
| 2022-03-31 | $13M | 28k | 453.98 |
| 2021-12-31 | $12M | 25k | 477.22 |
| 2021-09-30 | $9.7M | 23k | 431.00 |
| 2021-06-30 | $6.1M | 14k | 430.27 |
| 2021-03-31 | $3.5M | 8.8k | 398.63 |