iShares S&P 500 Index shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $510k | 885 | 576.50 |
| 2024-06-30 | $593k | 1.1k | 547.00 |
| 2024-03-31 | $475k | 903 | 525.62 |
| 2023-12-31 | $402k | 842 | 477.65 |
| 2023-09-30 | $361k | 841 | 429.21 |
| 2023-06-30 | $372k | 836 | 445.48 |
| 2023-03-31 | $344k | 837 | 411.15 |
| 2022-12-31 | $317k | 825 | 384.01 |
| 2022-09-30 | $277k | 773 | 358.34 |
| 2022-06-30 | $2.1M | 5.5k | 379.22 |
| 2022-03-31 | $2.3M | 5.0k | 453.66 |
| 2021-12-31 | $2.1M | 4.3k | 476.84 |
| 2021-09-30 | $1.7M | 3.9k | 430.83 |
| 2021-06-30 | $1.7M | 3.9k | 429.81 |
| 2021-03-31 | $1.6M | 3.9k | 397.75 |
| 2020-12-31 | $1.4M | 3.8k | 375.30 |