iShares S&P 500 Index shares owned by Magnolia Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Magnolia Capital Advisors
from 13F filings
Historical chart of Magnolia Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Magnolia Capital 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 Magnolia Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 4.0k | 576.82 |
| 2024-06-30 | $2.9M | 158k | 18.21 |
| 2023-06-30 | $2.6M | 5.8k | 445.71 |
| 2023-03-31 | $2.4M | 5.8k | 411.08 |
| 2022-12-31 | $2.3M | 5.9k | 384.13 |
| 2022-09-30 | $2.1M | 5.8k | 358.62 |
| 2022-06-30 | $2.2M | 5.9k | 379.04 |
| 2022-03-31 | $2.7M | 6.0k | 453.63 |
| 2021-12-31 | $5.9M | 12k | 477.00 |
| 2021-09-30 | $2.6M | 6.1k | 430.83 |
| 2021-06-30 | $5.2M | 12k | 429.89 |
| 2021-03-31 | $2.4M | 6.0k | 397.88 |
| 2020-12-31 | $2.2M | 5.9k | 375.42 |
| 2020-09-30 | $2.0M | 2.0k | 1000.00 |
| 2020-06-30 | $1.8M | 5.9k | 309.62 |
| 2020-03-31 | $1.7M | 6.6k | 258.40 |
| 2019-12-31 | $1.4M | 4.3k | 323.18 |
More positions owned by Magnolia Capital Advisors
Home Depot (HD)
View all positions for Magnolia Capital Advisors