iShares S&P 500 Index shares owned by Secure Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 26k | 525.73 |
| 2023-12-31 | $12M | 26k | 477.63 |
| 2023-09-30 | $19M | 45k | 429.43 |
| 2023-06-30 | $41M | 92k | 445.71 |
| 2023-03-31 | $37M | 91k | 411.08 |
| 2022-12-31 | $34M | 87k | 384.21 |
| 2022-09-30 | $31M | 86k | 358.64 |
| 2022-06-30 | $22M | 59k | 379.15 |
| 2022-03-31 | $25M | 54k | 453.68 |
| 2021-12-31 | $28M | 58k | 477.00 |
| 2021-09-30 | $21M | 48k | 430.83 |
| 2021-06-30 | $21M | 49k | 429.92 |
| 2021-03-31 | $9.6M | 24k | 397.81 |
| 2020-12-31 | $5.9M | 16k | 375.38 |
| 2020-09-30 | $4.4M | 13k | 336.07 |
| 2020-06-30 | $8.3M | 27k | 309.69 |
| 2020-03-31 | $5.3M | 21k | 258.39 |
| 2019-12-31 | $4.8M | 15k | 323.24 |