iShares S&P 500 Index shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $33M | 78k | 429.43 |
| 2023-06-30 | $30M | 68k | 445.71 |
| 2023-03-31 | $27M | 65k | 411.08 |
| 2022-12-31 | $33M | 86k | 384.21 |
| 2022-09-30 | $23M | 65k | 358.65 |
| 2022-06-30 | $23M | 61k | 379.14 |
| 2022-03-31 | $23M | 50k | 453.68 |
| 2021-12-31 | $24M | 50k | 476.99 |
| 2021-09-30 | $17M | 40k | 430.82 |
| 2021-06-30 | $18M | 41k | 429.91 |
| 2021-03-31 | $16M | 41k | 397.82 |
| 2020-12-31 | $17M | 45k | 375.38 |
| 2020-09-30 | $14M | 41k | 336.06 |
| 2020-06-30 | $13M | 40k | 309.70 |
| 2020-03-31 | $11M | 41k | 258.41 |
| 2019-12-31 | $12M | 36k | 323.24 |
| 2019-09-30 | $10M | 34k | 310.67 |
| 2019-06-30 | $9.9M | 34k | 289.67 |
| 2019-03-31 | $9.6M | 34k | 284.57 |
| 2018-12-31 | $9.3M | 34k | 272.27 |
| 2018-09-30 | $11M | 39k | 283.14 |
| 2018-06-30 | $11M | 38k | 273.05 |
| 2018-03-31 | $10M | 38k | 265.39 |
More positions owned by Mount Yale Investment Advisors
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