iShares S&P 500 Index shares owned by Portfolio Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Portfolio Strategies
from 13F filings
Historical chart of Portfolio Strategies investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Portfolio Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.6k | 669.30 |
| 2025-06-30 | $971k | 1.6k | 620.90 |
| 2025-03-31 | $878k | 1.6k | 561.90 |
| 2024-12-31 | $961k | 1.6k | 588.68 |
| 2024-09-30 | $928k | 1.6k | 576.82 |
| 2024-06-30 | $881k | 1.6k | 547.23 |
| 2024-03-31 | $14M | 26k | 525.74 |
| 2023-09-30 | $670k | 1.6k | 429.43 |
| 2023-06-30 | $698k | 1.6k | 445.71 |
| 2023-03-31 | $622k | 1.5k | 411.08 |
| 2022-12-31 | $485k | 1.3k | 384.21 |
| 2022-09-30 | $452k | 1.3k | 358.45 |
| 2022-06-30 | $447k | 1.2k | 378.81 |
| 2022-03-31 | $535k | 1.2k | 452.62 |
| 2021-12-31 | $564k | 1.2k | 477.16 |
| 2021-09-30 | $509k | 1.2k | 430.63 |
| 2021-06-30 | $508k | 1.2k | 429.78 |
| 2021-03-31 | $470k | 1.2k | 397.63 |
| 2020-12-31 | $444k | 1.2k | 375.63 |
| 2020-09-30 | $397k | 1.2k | 335.87 |
| 2020-06-30 | $366k | 1.2k | 309.64 |
| 2020-03-31 | $305k | 1.2k | 258.04 |
| 2019-12-31 | $382k | 1.2k | 323.18 |
| 2018-09-30 | $34k | 117 | 290.60 |
| 2018-06-30 | $32k | 117 | 273.50 |
| 2018-03-31 | $31k | 117 | 264.96 |
| 2017-12-31 | $31k | 117 | 264.96 |