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iShares S&P 500 Index shares owned by Sandbox Financial Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sandbox Financial Partners from 13F filings

Historical chart of Sandbox Financial Partners 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 Sandbox Financial 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 Sandbox Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $843k 1.6k 525.58
2023-12-31 $761k 1.6k 477.65
2023-09-30 $740k 1.7k 429.44
2023-06-30 $803k 1.8k 445.70
2023-03-31 $699k 1.7k 411.16
2022-12-31 $255k 664 384.13
2022-09-30 $412k 1.1k 358.57
2022-03-31 $235k 517 454.55
2021-12-31 $213k 446 477.58
2021-06-30 $273k 635 429.92