iShares S&P 500 Index shares owned by Scott Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Scott Capital Advisors
from 13F filings
Historical chart of Scott Capital Advisors 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 Scott Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Scott Capital Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.8M | 3.1k | 584.19 |
2024-09-30 | $1.8M | 3.0k | 576.74 |
2024-06-30 | $1.7M | 3.0k | 559.00 |
2024-03-31 | $1.6M | 3.0k | 521.86 |
2023-12-31 | $1.4M | 3.0k | 477.63 |
2023-09-30 | $1.3M | 3.0k | 437.96 |
2023-06-30 | $1.3M | 2.9k | 445.72 |
2023-03-31 | $1.2M | 2.9k | 411.06 |
2022-12-31 | $1.1M | 2.9k | 384.21 |
2022-09-30 | $980k | 2.7k | 358.71 |
2022-06-30 | $904k | 2.4k | 379.19 |
2022-03-31 | $983k | 2.2k | 453.83 |