iShares S&P 500 Index shares owned by Seneca Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Seneca Financial Advisors
from 13F filings
Historical chart of Seneca Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Seneca Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 2.7k | 684.84 |
| 2025-09-30 | $1.6M | 2.4k | 669.34 |
| 2025-06-30 | $1.5M | 2.4k | 620.99 |
| 2025-03-31 | $1.3M | 2.4k | 562.01 |
| 2024-12-31 | $1.4M | 2.4k | 588.59 |
| 2024-09-30 | $1.4M | 2.4k | 576.89 |
| 2024-06-30 | $2.1M | 3.8k | 547.19 |
| 2024-03-31 | $1.3M | 2.4k | 525.73 |
| 2023-12-31 | $1.1M | 2.4k | 477.65 |
| 2023-09-30 | $1.0M | 2.4k | 429.48 |
| 2023-06-30 | $1.1M | 2.4k | 445.76 |
| 2023-03-31 | $972k | 2.4k | 410.99 |
| 2022-12-31 | $907k | 2.4k | 384.19 |
| 2022-09-30 | $846k | 2.4k | 358.68 |
| 2022-06-30 | $896k | 2.4k | 379.18 |
| 2022-03-31 | $1.1M | 2.4k | 453.71 |
| 2021-12-31 | $1.1M | 2.4k | 477.03 |
| 2021-09-30 | $1.0M | 2.4k | 430.79 |
| 2021-06-30 | $1.0M | 2.3k | 429.89 |
| 2021-03-31 | $929k | 2.3k | 397.89 |
| 2020-12-31 | $876k | 2.3k | 375.46 |