iShares S&P 500 Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by J.w. Cole 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $37M | 77k | 477.64 |
| 2023-09-30 | $21M | 49k | 429.43 |
| 2023-06-30 | $22M | 48k | 445.71 |
| 2023-03-31 | $29M | 71k | 411.08 |
| 2022-12-31 | $31M | 79k | 384.21 |
| 2022-09-30 | $28M | 78k | 358.65 |
| 2022-06-30 | $29M | 78k | 379.14 |
| 2022-03-31 | $21M | 17M | 1.25 |
| 2021-12-31 | $41M | 85k | 476.99 |
| 2021-06-30 | $38M | 87k | 429.92 |
| 2021-03-31 | $32M | 82k | 397.82 |
| 2020-12-31 | $30M | 80k | 375.39 |
| 2020-09-30 | $20M | 58k | 336.06 |
| 2020-06-30 | $24M | 77k | 309.69 |
| 2020-03-31 | $2.9M | 11k | 258.38 |
| 2019-12-31 | $25M | 78k | 323.23 |