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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

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Quarterly reported holdings in iShares S&P 500 Index by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
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

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding iShares S&P 500 Index

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