iShares S&P 500 Index shares owned by Proficio Capital Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Proficio Capital Partners
from 13F filings
Historical chart of Proficio Capital Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Proficio Capital Partners 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 Proficio Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 26k | 525.74 |
| 2023-09-30 | $11M | 25k | 429.43 |
| 2023-06-30 | $11M | 25k | 445.71 |
| 2023-03-31 | $6.6B | 1.1M | 6031.26 |
| 2022-12-31 | $6.4M | 17k | 384.21 |
| 2022-09-30 | $5.9M | 17k | 358.63 |
| 2022-06-30 | $6.6M | 18k | 379.17 |
| 2022-03-31 | $8.4M | 18k | 453.71 |
| 2021-12-31 | $8.6M | 18k | 476.99 |
| 2021-09-30 | $7.7M | 18k | 430.80 |
| 2021-06-30 | $1.7M | 4.0k | 430.04 |
| 2021-03-31 | $7.2M | 18k | 397.83 |
| 2020-12-31 | $6.8M | 18k | 375.39 |
| 2020-09-30 | $13M | 39k | 336.05 |
| 2020-06-30 | $12M | 37k | 309.70 |
| 2020-03-31 | $11M | 39k | 268.92 |
| 2019-12-31 | $13M | 40k | 323.25 |
| 2019-09-30 | $12M | 40k | 298.52 |
| 2019-06-30 | $11M | 38k | 294.75 |
| 2019-03-31 | $10M | 36k | 284.57 |
| 2018-12-31 | $11M | 44k | 251.61 |
| 2018-09-30 | $2.7M | 9.4k | 292.68 |
| 2018-06-30 | $54k | 196 | 275.51 |
| 2018-03-31 | $52k | 196 | 265.31 |