iShares S&P 500 Index shares owned by Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Wealth Advisors
from 13F filings
Historical chart of Private Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Private Wealth 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 Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $6.6M | 18k | 375.38 |
| 2020-09-30 | $6.0M | 18k | 336.07 |
| 2020-06-30 | $5.5M | 18k | 309.69 |
| 2020-03-31 | $4.9M | 17k | 283.52 |
| 2019-12-31 | $5.4M | 17k | 328.34 |
| 2019-09-30 | $4.9M | 16k | 298.54 |
| 2019-06-30 | $5.3M | 18k | 294.76 |
| 2019-03-31 | $4.4M | 15k | 284.54 |
| 2018-12-31 | $3.0M | 12k | 251.65 |
| 2018-09-30 | $2.8M | 9.5k | 292.70 |
| 2018-06-30 | $2.0M | 7.3k | 273.04 |
| 2018-03-31 | $1.5M | 5.7k | 265.40 |
| 2017-12-31 | $707k | 2.6k | 269.03 |
| 2017-09-30 | $509k | 2.0k | 252.86 |
| 2017-06-30 | $373k | 1.5k | 243.31 |