iShares S&P 500 Index shares owned by MONECO Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MONECO Advisors
from 13F filings
Historical chart of MONECO Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by MONECO Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 3.7k | 669.22 |
| 2025-06-30 | $2.3M | 3.7k | 620.95 |
| 2025-03-31 | $2.0M | 3.6k | 561.83 |
| 2024-12-31 | $2.8M | 4.7k | 588.63 |
| 2024-09-30 | $2.3M | 4.0k | 576.85 |
| 2024-06-30 | $2.2M | 3.9k | 547.26 |
| 2024-03-31 | $2.0M | 3.9k | 525.73 |
| 2023-12-31 | $1.6M | 3.3k | 477.63 |
| 2023-09-30 | $1.4M | 3.3k | 429.47 |
| 2023-06-30 | $1.1M | 2.5k | 445.76 |
| 2023-03-31 | $1.3M | 3.2k | 411.10 |
| 2022-12-31 | $1.3M | 3.3k | 384.23 |
| 2022-09-30 | $1.3M | 3.7k | 358.69 |
| 2022-06-30 | $1.4M | 3.8k | 379.31 |
| 2022-03-31 | $1.7M | 3.8k | 453.76 |
| 2021-12-31 | $1.8M | 4.0k | 448.65 |
| 2021-09-30 | $1.2M | 2.9k | 430.79 |
| 2021-06-30 | $526k | 1.2k | 430.09 |
| 2021-03-31 | $645k | 1.6k | 397.90 |
| 2020-12-31 | $654k | 1.7k | 381.34 |
| 2020-09-30 | $764k | 2.3k | 336.27 |
| 2020-06-30 | $653k | 2.1k | 309.92 |
| 2020-03-31 | $554k | 2.1k | 258.15 |
| 2019-12-31 | $691k | 2.1k | 333.49 |
| 2019-09-30 | $615k | 2.1k | 298.40 |
| 2019-06-30 | $384k | 1.3k | 294.93 |
| 2019-03-31 | $520k | 1.8k | 284.78 |
| 2018-12-31 | $334k | 1.3k | 251.89 |