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
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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 |
|---|---|---|---|
| 2026-03-31 | $400k | 613 | 653.21 |
| 2024-12-31 | $395k | 671 | 588.68 |
| 2024-09-30 | $387k | 671 | 576.82 |
| 2024-06-30 | $367k | 671 | 547.23 |
| 2024-03-31 | $364k | 692 | 525.73 |
| 2023-12-31 | $331k | 692 | 477.63 |
More positions owned by Secured Retirement Advisors
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