iShares S&P 500 Index shares owned by Financial Life Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Financial Life 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 Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $347k | 602 | 576.82 |
| 2024-06-30 | $329k | 602 | 547.23 |
| 2024-03-31 | $317k | 602 | 525.73 |
| 2023-12-31 | $288k | 602 | 477.63 |
| 2023-09-30 | $259k | 602 | 429.43 |
| 2023-06-30 | $268k | 602 | 445.71 |
| 2023-03-31 | $258k | 628 | 411.08 |