iShares S&P 500 Index shares owned by Rowland Carmichael Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Rowland Carmichael Advisors
from 13F filings
Historical chart of Rowland Carmichael Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Rowland Carmichael Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $4.6M | 12k | 375.35 |
| 2020-09-30 | $1.4M | 4.1k | 336.09 |
| 2020-06-30 | $1.1M | 3.6k | 309.68 |
| 2020-03-31 | $569k | 2.2k | 258.28 |
| 2019-12-31 | $981k | 3.0k | 323.34 |
| 2019-09-30 | $950k | 3.2k | 298.46 |
| 2019-06-30 | $964k | 3.3k | 294.71 |
| 2019-03-31 | $1.2M | 4.1k | 284.53 |
| 2018-12-31 | $622k | 2.5k | 251.72 |
| 2018-09-30 | $268k | 915 | 292.90 |
| 2018-06-30 | $235k | 860 | 273.26 |
| 2018-03-31 | $225k | 849 | 265.02 |
| 2017-12-31 | $261k | 969 | 269.35 |
| 2017-09-30 | $263k | 1.0k | 252.64 |
| 2017-06-30 | $196k | 804 | 243.78 |
| 2017-03-31 | $156k | 656 | 237.80 |
| 2016-12-31 | $108k | 479 | 225.47 |
| 2016-09-30 | $69k | 317 | 217.67 |
| 2016-06-30 | $67k | 317 | 211.36 |
| 2016-03-31 | $76k | 367 | 207.08 |
More positions owned by Rowland Carmichael Advisors
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