iShares S&P 500 Index shares owned by Sara-Bay Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sara-Bay Financial
from 13F filings
Historical chart of Sara-Bay Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sara-Bay Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 669.17 |
| 2025-06-30 | $977k | 1.6k | 620.78 |
| 2025-03-31 | $1.2M | 2.1k | 558.03 |
| 2024-12-31 | $1.2M | 2.0k | 591.09 |
| 2024-09-30 | $1.1M | 2.0k | 576.96 |
| 2024-06-30 | $1.4M | 2.6k | 547.21 |
| 2024-03-31 | $945k | 1.8k | 524.81 |
| 2023-12-31 | $791k | 1.7k | 477.77 |
| 2023-09-30 | $605k | 1.4k | 429.46 |
| 2023-06-30 | $560k | 1.3k | 445.75 |
| 2023-03-31 | $507k | 1.2k | 411.30 |
| 2022-12-31 | $464k | 1.2k | 384.42 |
| 2022-09-30 | $445k | 1.2k | 358.58 |
| 2022-06-30 | $450k | 1.2k | 380.98 |
| 2022-03-31 | $529k | 1.2k | 453.69 |
| 2021-12-31 | $566k | 1.2k | 476.43 |
| 2021-09-30 | $515k | 1.2k | 430.60 |
| 2021-06-30 | $491k | 1.1k | 429.95 |
| 2021-03-31 | $440k | 1.1k | 397.47 |
| 2020-12-31 | $398k | 1.1k | 375.47 |
| 2020-09-30 | $351k | 1.0k | 336.53 |
| 2020-06-30 | $553k | 1.8k | 311.37 |