iShares S&P 500 Index shares owned by Mutual Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $146M | 217k | 674.97 |
| 2025-06-30 | $122M | 191k | 640.06 |
| 2025-03-31 | $105M | 189k | 553.19 |
| 2024-12-31 | $117M | 196k | 594.62 |
| 2024-09-30 | $111M | 191k | 582.03 |
| 2024-06-30 | $115M | 210k | 547.77 |
| 2024-03-31 | $109M | 207k | 525.73 |
| 2023-12-31 | $108M | 225k | 477.63 |
| 2023-09-30 | $89M | 208k | 429.43 |
| 2023-06-30 | $92M | 207k | 445.71 |
| 2023-03-31 | $82M | 199k | 411.08 |
| 2022-12-31 | $67M | 174k | 384.21 |
| 2022-09-30 | $61M | 170k | 358.65 |
| 2022-06-30 | $57M | 151k | 379.15 |
| 2022-03-31 | $67M | 148k | 453.69 |
| 2021-12-31 | $65M | 137k | 476.99 |
| 2021-09-30 | $56M | 129k | 430.82 |
| 2021-06-30 | $49M | 114k | 429.92 |
| 2021-03-31 | $41M | 103k | 397.82 |
| 2020-12-31 | $42M | 112k | 375.39 |
| 2020-09-30 | $40M | 118k | 336.06 |
| 2020-06-30 | $38M | 121k | 309.69 |
| 2020-03-31 | $33M | 129k | 258.40 |
| 2019-12-31 | $42M | 130k | 323.24 |
| 2019-09-30 | $36M | 120k | 298.52 |
| 2019-06-30 | $35M | 118k | 294.75 |
| 2019-03-31 | $35M | 123k | 284.56 |
| 2018-12-31 | $32M | 126k | 251.61 |
| 2018-09-30 | $34M | 116k | 292.73 |
| 2018-06-30 | $3.0M | 11k | 273.07 |
| 2018-03-31 | $2.8M | 10k | 265.42 |
| 2017-12-31 | $2.6M | 9.8k | 268.87 |