iShares S&P 500 Index shares owned by IFS Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IFS Advisors
from 13F filings
Historical chart of IFS Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by IFS 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 IFS Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $53M | 92k | 576.83 |
| 2024-06-30 | $51M | 92k | 547.23 |
| 2024-03-31 | $49M | 93k | 525.73 |
| 2023-12-31 | $37M | 78k | 477.63 |
| 2023-09-30 | $23M | 53k | 429.43 |
| 2023-06-30 | $22M | 50k | 445.71 |
| 2023-03-31 | $13M | 33k | 411.08 |
| 2022-12-31 | $13M | 35k | 384.22 |
| 2022-09-30 | $13M | 35k | 358.66 |
| 2022-06-30 | $15k | 42 | 357.14 |
| 2022-03-31 | $21M | 47k | 453.68 |
| 2021-12-31 | $29M | 61k | 476.99 |
| 2021-09-30 | $31M | 73k | 430.81 |
| 2021-06-30 | $28M | 64k | 429.92 |
| 2021-03-31 | $37M | 92k | 397.81 |
| 2020-12-31 | $37M | 98k | 375.39 |