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iShares S&P 500 Index shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Intercontinental Wealth Advisors from 13F filings

Historical chart of Intercontinental Wealth Advisors 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 Intercontinental Wealth 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 Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.6M 3.5k 445.71
2023-03-31 $1.5M 3.7k 411.08
2022-12-31 $1.1M 2.8k 384.21
2022-09-30 $990k 2.8k 358.70
2022-06-30 $1.0M 2.8k 379.22
2022-03-31 $1.2M 2.6k 453.58
2021-12-31 $1.3M 2.6k 477.07
2021-09-30 $1.2M 2.8k 430.97
2021-06-30 $1.2M 2.8k 429.90
2021-03-31 $1.1M 2.8k 397.71
2020-12-31 $1.1M 2.8k 375.54
2020-09-30 $1.0M 3.0k 336.18
2020-06-30 $941k 3.2k 294.89
2020-03-31 $936k 3.3k 284.41
2019-12-31 $293k 875 334.86
2019-09-30 $923k 3.1k 298.61
2019-06-30 $941k 3.2k 294.89
2019-03-31 $936k 3.3k 284.41
2018-12-31 $853k 3.4k 251.55
2018-09-30 $993k 3.4k 292.83
2018-06-30 $926k 3.4k 273.08
2018-03-31 $979k 3.7k 265.24
2017-12-31 $746k 2.8k 268.83
2017-09-30 $702k 2.8k 252.97
2017-06-30 $675k 2.8k 243.24
2017-03-31 $699k 2.9k 237.35
2016-12-31 $663k 2.9k 225.13
2016-09-30 $641k 2.9k 217.66
2016-06-30 $620k 2.9k 210.53
2016-03-31 $609k 2.9k 206.79
2015-12-31 $686k 3.4k 204.78