iShares S&P 500 Index shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SC&H Financial 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 SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.3M | 20k | 477.62 |
| 2023-09-30 | $8.4M | 20k | 429.42 |
| 2023-06-30 | $8.9M | 20k | 445.72 |
| 2023-03-31 | $7.7M | 19k | 411.09 |
| 2022-12-31 | $6.8M | 18k | 384.21 |
| 2022-09-30 | $6.4M | 18k | 358.65 |
| 2022-06-30 | $7.0M | 19k | 379.13 |
| 2022-03-31 | $7.8M | 17k | 453.69 |
| 2021-12-31 | $8.4M | 18k | 476.98 |