iShares S&P 500 Index shares owned by Sanford Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sanford Advisory Services
from 13F filings
Historical chart of Sanford Advisory Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sanford Advisory Services 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 Sanford Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $30M | 77k | 384.23 |
| 2022-09-30 | $30M | 83k | 358.65 |
| 2022-06-30 | $40M | 104k | 379.15 |
| 2022-03-31 | $218k | 2.9k | 76.25 |
| 2021-12-31 | $56M | 118k | 476.99 |
| 2021-09-30 | $47M | 109k | 430.82 |
| 2021-06-30 | $45M | 105k | 429.92 |
| 2021-03-31 | $40M | 101k | 397.82 |
| 2020-12-31 | $6.3M | 17k | 375.41 |