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iShares S&P 500 Index shares owned by Secured Retirement Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Secured Retirement Advisors from 13F filings

Historical chart of Secured Retirement 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 Secured Retirement 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 Secured Retirement Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $331k 692 477.63