iShares S&P 500 Index shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service 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 Financial Advisory Service consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 7.9k | 669.29 |
| 2025-06-30 | $5.1M | 8.1k | 620.92 |
| 2025-03-31 | $4.5M | 8.0k | 561.87 |
| 2024-12-31 | $4.8M | 8.1k | 588.67 |
| 2024-09-30 | $4.7M | 8.1k | 576.85 |
| 2024-06-30 | $3.1M | 5.7k | 547.20 |
| 2024-03-31 | $3.0M | 5.7k | 525.69 |
| 2023-12-31 | $2.9M | 6.0k | 477.60 |
| 2023-09-30 | $2.7M | 6.4k | 429.43 |
| 2023-06-30 | $3.0M | 6.8k | 445.74 |
| 2023-03-31 | $2.5M | 6.0k | 411.10 |
| 2022-12-31 | $2.6M | 6.8k | 384.21 |
| 2022-09-30 | $2.3M | 6.4k | 358.59 |
| 2022-06-30 | $2.2M | 5.8k | 379.20 |
| 2022-03-31 | $2.3M | 5.1k | 453.60 |
| 2021-12-31 | $2.6M | 5.5k | 477.04 |
| 2021-09-30 | $2.1M | 4.8k | 430.75 |
| 2021-06-30 | $2.1M | 4.8k | 429.83 |
| 2021-03-31 | $1.8M | 4.5k | 397.80 |
| 2020-12-31 | $1.4M | 3.9k | 375.26 |
| 2020-09-30 | $2.7M | 8.0k | 336.01 |
| 2020-06-30 | $2.7M | 8.6k | 309.75 |
| 2020-03-31 | $2.3M | 8.8k | 258.42 |
| 2019-12-31 | $3.0M | 9.3k | 323.28 |
| 2019-09-30 | $2.6M | 8.8k | 298.48 |
| 2019-06-30 | $2.5M | 8.4k | 294.76 |
| 2019-03-31 | $2.5M | 8.8k | 284.53 |
| 2018-12-31 | $2.3M | 9.1k | 251.59 |
| 2018-09-30 | $2.6M | 8.8k | 292.70 |
| 2018-06-30 | $2.3M | 8.6k | 273.03 |
| 2018-03-31 | $2.2M | 8.3k | 265.32 |
| 2017-12-31 | $2.2M | 8.3k | 268.81 |
| 2017-09-30 | $2.1M | 8.3k | 252.90 |
| 2017-06-30 | $2.0M | 8.2k | 243.42 |
| 2017-03-31 | $2.0M | 8.3k | 237.28 |
| 2016-12-31 | $1.2M | 5.4k | 225.02 |
| 2016-09-30 | $1.1M | 4.8k | 217.61 |
| 2016-06-30 | $625k | 3.0k | 210.44 |
| 2016-03-31 | $438k | 2.1k | 206.51 |
| 2015-12-31 | $618k | 3.0k | 204.98 |
| 2015-09-30 | $347k | 1.8k | 192.67 |
| 2015-06-30 | $373k | 1.8k | 207.22 |
| 2015-03-31 | $398k | 1.9k | 207.72 |
| 2014-12-31 | $385k | 1.9k | 206.88 |
| 2014-09-30 | $363k | 1.8k | 198.04 |
| 2014-03-31 | $203k | 1.1k | 187.62 |
| 2013-12-31 | $256k | 1.4k | 185.64 |
More positions owned by Financial Advisory Service
View all positions for Financial Advisory Service