iShares S&P 500 Index shares owned by Personal Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Personal Capital Advisors
from 13F filings
Historical chart of Personal Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Personal Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $8.0M | 21k | 384.20 |
| 2022-09-30 | $7.0M | 20k | 358.63 |
| 2022-06-30 | $7.1M | 19k | 379.16 |
| 2022-03-31 | $9.3M | 21k | 453.69 |
| 2021-12-31 | $11M | 23k | 465.43 |
| 2021-09-30 | $8.2M | 19k | 430.83 |
| 2021-06-30 | $8.7M | 20k | 429.93 |
| 2021-03-31 | $8.8M | 22k | 397.82 |
| 2020-12-31 | $7.7M | 21k | 375.38 |
| 2020-09-30 | $6.3M | 19k | 336.09 |
| 2020-06-30 | $3.7M | 12k | 309.71 |
| 2020-03-31 | $4.2M | 17k | 251.68 |
| 2019-12-31 | $5.4M | 17k | 323.23 |
| 2019-09-30 | $2.6M | 8.7k | 298.41 |
| 2019-06-30 | $2.6M | 8.7k | 294.80 |
| 2019-03-31 | $2.5M | 8.6k | 284.61 |
| 2018-12-31 | $3.0M | 12k | 251.65 |
| 2018-09-30 | $1.0M | 3.6k | 292.87 |
| 2018-06-30 | $1.1M | 4.1k | 273.13 |
| 2018-03-31 | $901k | 3.4k | 265.39 |
| 2017-12-31 | $984k | 3.7k | 268.85 |
| 2017-09-30 | $704k | 2.8k | 252.87 |
| 2016-12-31 | $647k | 2.9k | 224.97 |