iShares S&P 500 Index shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Long Run 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 Long Run Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $931k | 1.6k | 588.64 |
| 2024-09-30 | $1.4M | 2.5k | 576.78 |
| 2024-06-30 | $1.1M | 2.1k | 547.23 |
| 2024-03-31 | $703k | 1.3k | 525.73 |
| 2023-12-31 | $639k | 1.3k | 477.63 |
| 2023-09-30 | $212k | 494 | 429.43 |
| 2023-06-30 | $218k | 488 | 445.71 |
| 2023-03-31 | $201k | 488 | 411.08 |
| 2022-09-30 | $222k | 619 | 358.64 |
| 2022-06-30 | $235k | 619 | 379.64 |
| 2022-03-31 | $281k | 622 | 451.77 |
| 2021-12-31 | $295k | 619 | 476.58 |