iShares S&P 500 Index shares owned by Advocacy Wealth Management Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Advocacy Wealth Management Services
from 13F filings
Historical chart of Advocacy Wealth Management Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Advocacy Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 669.30 |
| 2025-06-30 | $1.1M | 1.8k | 620.90 |
| 2025-03-31 | $1.0M | 1.9k | 561.90 |
| 2024-12-31 | $1.1M | 1.9k | 588.68 |
| 2024-09-30 | $996k | 1.7k | 576.82 |
| 2024-06-30 | $945k | 1.7k | 547.23 |
| 2024-03-31 | $1.2M | 2.3k | 525.73 |
| 2023-12-31 | $1.1M | 2.2k | 477.63 |
| 2023-09-30 | $952k | 2.2k | 429.43 |
| 2023-06-30 | $988k | 2.2k | 445.71 |
| 2023-03-31 | $1.0M | 2.5k | 411.08 |
| 2022-12-31 | $1.0M | 2.7k | 384.21 |
| 2022-09-30 | $3.4M | 9.1k | 378.53 |
| 2022-06-30 | $3.3M | 8.6k | 379.09 |
| 2022-03-31 | $3.7M | 8.1k | 454.74 |
| 2021-12-31 | $3.8M | 7.9k | 477.00 |
| 2021-09-30 | $4.1M | 9.5k | 430.86 |
| 2021-06-30 | $4.3M | 10k | 429.89 |
| 2021-03-31 | $4.1M | 10k | 402.09 |
| 2020-12-31 | $3.9M | 10k | 375.41 |
| 2020-09-30 | $2.7M | 8.0k | 338.27 |
| 2020-06-30 | $2.0M | 6.3k | 309.62 |
| 2020-03-31 | $1.1M | 4.5k | 246.85 |
| 2019-12-31 | $590k | 1.8k | 323.11 |
| 2019-09-30 | $347k | 1.2k | 298.62 |
| 2019-06-30 | $104k | 353 | 294.62 |
| 2019-03-31 | $102k | 353 | 288.95 |
| 2018-12-31 | $106k | 423 | 250.59 |
| 2018-09-30 | $321k | 1.1k | 292.88 |
| 2018-06-30 | $34k | 126 | 269.84 |
| 2018-03-31 | $33k | 126 | 261.90 |
| 2017-12-31 | $34k | 126 | 269.84 |
| 2017-09-30 | $32k | 126 | 253.97 |
| 2017-06-30 | $31k | 126 | 246.03 |
| 2017-03-31 | $30k | 126 | 238.10 |
| 2016-12-31 | $62k | 274 | 226.28 |
| 2016-09-30 | $28k | 128 | 218.75 |
| 2015-12-31 | $17k | 82 | 207.32 |
| 2013-09-30 | $178k | 1.1k | 168.72 |
| 2013-06-30 | $427k | 2.7k | 160.83 |
| 2013-03-31 | $424k | 2.7k | 156.75 |
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