iShares S&P 500 Index shares owned by PSI Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PSI Advisors
from 13F filings
Historical chart of PSI Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by PSI Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by PSI Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.1k | 669.24 |
| 2025-06-30 | $2.0M | 3.1k | 620.95 |
| 2025-03-31 | $1.9M | 3.3k | 561.89 |
| 2024-12-31 | $2.5M | 4.3k | 588.57 |
| 2024-09-30 | $2.6M | 4.5k | 576.83 |
| 2024-06-30 | $2.7M | 4.9k | 547.23 |
| 2024-03-31 | $3.2M | 6.1k | 525.72 |
| 2023-12-31 | $3.5M | 7.3k | 477.60 |
| 2023-09-30 | $3.6M | 8.3k | 429.41 |
| 2023-06-30 | $4.4M | 9.8k | 445.71 |
| 2023-03-31 | $4.4M | 11k | 411.07 |
| 2022-12-31 | $5.2M | 13k | 384.21 |
| 2022-09-30 | $5.8M | 16k | 358.65 |
| 2022-06-30 | $6.5M | 17k | 382.35 |
| 2022-03-31 | $11M | 25k | 452.44 |
| 2021-12-31 | $12M | 25k | 477.00 |
| 2021-09-30 | $11M | 26k | 430.82 |
| 2021-06-30 | $11M | 25k | 429.90 |
| 2021-03-31 | $11M | 27k | 397.83 |
| 2020-12-31 | $13M | 34k | 375.36 |
| 2020-09-30 | $13M | 38k | 336.05 |
| 2020-06-30 | $78M | 40k | 1926.70 |
| 2020-03-31 | $11M | 42k | 257.42 |
| 2019-12-31 | $14M | 43k | 323.23 |