iShares S&P 500 Index shares owned by Financial Architects
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Architects
from 13F filings
Historical chart of Financial Architects investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.5M | 3.4k | 445.71 |
| 2023-03-31 | $1.3M | 3.1k | 411.08 |
| 2022-12-31 | $1.0M | 2.6k | 384.21 |
| 2022-09-30 | $703k | 2.0k | 358.49 |
| 2022-03-31 | $369k | 813 | 453.87 |
| 2021-12-31 | $427k | 896 | 476.56 |
| 2021-09-30 | $386k | 895 | 431.28 |
| 2021-06-30 | $396k | 921 | 429.97 |
| 2021-03-31 | $360k | 906 | 397.35 |
| 2020-12-31 | $216k | 575 | 375.65 |
| 2020-06-30 | $113k | 364 | 310.44 |
| 2020-03-31 | $156k | 605 | 257.85 |
| 2019-12-31 | $200k | 619 | 323.10 |
| 2019-09-30 | $180k | 602 | 299.00 |
| 2019-06-30 | $177k | 602 | 294.02 |
| 2019-03-31 | $172k | 606 | 283.95 |
| 2018-12-31 | $100k | 397 | 251.89 |
| 2018-09-30 | $178k | 608 | 292.19 |
| 2018-06-30 | $141k | 514 | 273.50 |
| 2018-03-31 | $229k | 866 | 264.93 |
| 2017-12-31 | $244k | 911 | 267.38 |
| 2017-09-30 | $208k | 828 | 251.08 |
| 2017-06-30 | $215k | 872 | 246.38 |
| 2017-03-31 | $232k | 983 | 235.67 |
| 2016-12-31 | $208k | 930 | 224.00 |
| 2016-09-30 | $180k | 828 | 217.64 |
| 2016-06-30 | $202k | 951 | 211.96 |
| 2016-03-31 | $193k | 933 | 206.86 |
| 2015-12-31 | $291k | 1.4k | 204.64 |
| 2015-06-30 | $338k | 1.6k | 207.23 |
| 2015-03-31 | $184k | 887 | 207.44 |
| 2014-12-31 | $101k | 486 | 207.82 |
| 2014-09-30 | $96k | 486 | 197.53 |
| 2014-06-30 | $96k | 486 | 197.53 |
| 2013-12-31 | $252k | 1.4k | 185.43 |
| 2013-03-31 | $155k | 981 | 158.00 |
| 2012-12-31 | $25k | 174 | 143.68 |
| 2012-06-30 | $13k | 98 | 132.65 |
| 2012-03-31 | $63k | 447 | 140.94 |
| 2011-12-31 | $57k | 447 | 127.52 |
| 2011-09-30 | $51k | 447 | 114.09 |
| 2011-06-30 | $60k | 447 | 134.23 |
| 2011-03-31 | $57k | 447 | 127.52 |
| 2010-12-31 | $57k | 447 | 127.52 |