iShares S&P 500 Index shares owned by MBA Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MBA Advisors
from 13F filings
Historical chart of MBA Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by MBA 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 MBA Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.8M | 3.1k | 588.68 |
| 2024-09-30 | $3.0M | 5.1k | 576.82 |
| 2024-06-30 | $2.8M | 5.1k | 547.23 |
| 2024-03-31 | $2.7M | 5.1k | 525.73 |
| 2023-12-31 | $2.4M | 5.1k | 477.63 |
| 2023-09-30 | $2.2M | 5.2k | 429.43 |
| 2023-06-30 | $2.3M | 5.1k | 445.71 |
| 2023-03-31 | $2.1M | 5.1k | 411.08 |
| 2022-12-31 | $2.0M | 5.1k | 384.21 |
| 2022-09-30 | $1.8M | 5.1k | 358.57 |
| 2022-06-30 | $1.9M | 5.1k | 379.17 |
| 2022-03-31 | $2.3M | 5.1k | 453.71 |
| 2021-12-31 | $2.4M | 5.1k | 477.05 |
| 2021-09-30 | $1.3M | 3.1k | 430.89 |
| 2021-06-30 | $1.3M | 3.1k | 429.92 |
| 2021-03-31 | $1.2M | 3.1k | 397.72 |