iShares S&P 500 Index shares owned by Petra Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Petra Financial Advisors
from 13F filings
Historical chart of Petra Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Petra Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Petra Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $544k | 812 | 669.49 |
| 2025-06-30 | $489k | 788 | 621.06 |
| 2025-03-31 | $433k | 771 | 561.90 |
| 2024-12-31 | $460k | 782 | 588.78 |
| 2024-09-30 | $451k | 782 | 576.89 |
| 2024-06-30 | $420k | 767 | 547.27 |
| 2024-03-31 | $369k | 726 | 508.86 |
| 2023-12-31 | $225k | 470 | 477.63 |
| 2023-09-30 | $202k | 470 | 429.43 |
| 2023-06-30 | $210k | 470 | 445.71 |