iShares S&P 500 Index shares owned by Resonant Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Resonant Capital Advisors
from 13F filings
Historical chart of Resonant Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Resonant Capital 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 Resonant Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $59M | 124k | 477.63 |
| 2023-09-30 | $52M | 119k | 431.42 |
| 2023-06-30 | $52M | 117k | 445.71 |
| 2023-03-31 | $47M | 115k | 411.08 |
| 2022-12-31 | $41M | 106k | 384.21 |
| 2022-09-30 | $37M | 104k | 358.65 |
| 2022-06-30 | $37M | 98k | 379.15 |
| 2022-03-31 | $47M | 103k | 454.79 |
| 2021-12-31 | $51M | 106k | 477.00 |
| 2021-09-30 | $44M | 102k | 430.82 |
| 2021-06-30 | $42M | 99k | 429.92 |
| 2021-03-31 | $37M | 92k | 397.82 |
| 2020-12-31 | $32M | 84k | 375.39 |
| 2020-09-30 | $26M | 77k | 336.06 |
| 2020-06-30 | $23M | 73k | 309.69 |
| 2020-03-31 | $10M | 40k | 258.39 |
| 2019-12-31 | $11M | 34k | 323.24 |