iShares S&P 500 Index shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Morris Retirement 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 Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 40k | 669.30 |
| 2025-06-30 | $30M | 48k | 620.90 |
| 2025-03-31 | $27M | 49k | 561.90 |
| 2024-12-31 | $28M | 47k | 588.67 |
| 2024-09-30 | $27M | 46k | 576.82 |
| 2024-06-30 | $25M | 45k | 547.23 |
| 2024-03-31 | $20M | 38k | 525.73 |
| 2023-12-31 | $17M | 35k | 477.63 |
| 2023-09-30 | $4.6M | 11k | 429.42 |
| 2023-06-30 | $4.4M | 9.9k | 445.73 |
| 2023-03-31 | $683k | 1.7k | 411.08 |
| 2022-12-31 | $996k | 2.6k | 384.21 |
| 2022-09-30 | $306k | 845 | 362.13 |
| 2022-03-31 | $212k | 467 | 453.96 |
| 2021-12-31 | $223k | 467 | 477.52 |
| 2021-09-30 | $349k | 810 | 430.86 |
| 2021-06-30 | $373k | 868 | 429.72 |
| 2021-03-31 | $378k | 950 | 397.89 |
| 2020-12-31 | $473k | 1.3k | 375.70 |
More positions owned by Morris Retirement Advisors
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