iShares S&P 500 Index shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $44M | 103k | 429.43 |
| 2023-06-30 | $46M | 103k | 445.71 |
| 2023-03-31 | $42M | 103k | 411.08 |
| 2022-12-31 | $39M | 102k | 384.21 |
| 2022-09-30 | $30M | 84k | 358.65 |
| 2022-06-30 | $31M | 83k | 379.15 |
| 2022-03-31 | $38M | 83k | 453.69 |
| 2021-12-31 | $40M | 85k | 476.99 |
| 2021-09-30 | $37M | 85k | 430.82 |
| 2021-06-30 | $35M | 82k | 429.92 |
| 2021-03-31 | $32M | 81k | 397.82 |
| 2020-12-31 | $31M | 82k | 375.39 |
| 2020-09-30 | $29M | 86k | 336.06 |
| 2020-06-30 | $29M | 93k | 309.69 |
| 2020-03-31 | $24M | 93k | 258.40 |
| 2019-12-31 | $30M | 92k | 323.24 |
| 2019-09-30 | $27M | 90k | 298.52 |
| 2019-06-30 | $24M | 82k | 294.75 |
| 2019-03-31 | $23M | 80k | 284.56 |
| 2018-12-31 | $19M | 75k | 251.61 |
| 2018-09-30 | $22M | 76k | 292.73 |
| 2018-06-30 | $20M | 75k | 273.05 |
| 2018-03-31 | $18M | 69k | 265.37 |
| 2017-12-31 | $18M | 65k | 268.84 |
| 2017-09-30 | $17M | 66k | 252.93 |
| 2017-06-30 | $22M | 90k | 243.41 |
| 2017-03-31 | $20M | 85k | 237.27 |
| 2016-12-31 | $19M | 86k | 224.99 |