iShares S&P 500 Index shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth 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 SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $119M | 248k | 477.63 |
| 2023-09-30 | $106M | 247k | 429.43 |
| 2023-06-30 | $104M | 234k | 445.71 |
| 2023-03-31 | $77M | 186k | 411.08 |
| 2022-12-31 | $51M | 132k | 384.21 |
| 2022-09-30 | $31M | 86k | 357.98 |
| 2022-06-30 | $15M | 38k | 379.16 |
| 2022-03-31 | $85M | 188k | 453.69 |
| 2021-12-31 | $110M | 230k | 476.99 |
| 2021-09-30 | $93M | 216k | 430.82 |
| 2021-06-30 | $92M | 214k | 429.92 |
| 2021-03-31 | $81M | 204k | 397.82 |
| 2020-12-31 | $54M | 144k | 375.39 |
| 2020-09-30 | $48M | 142k | 336.06 |
| 2020-06-30 | $45M | 146k | 309.69 |
| 2020-03-31 | $834k | 3.2k | 258.44 |
| 2019-12-31 | $9.8M | 30k | 323.24 |
| 2019-09-30 | $9.0M | 30k | 298.53 |
| 2019-06-30 | $9.5M | 31k | 303.76 |
| 2019-03-31 | $8.3M | 29k | 284.55 |
| 2018-12-31 | $7.6M | 30k | 251.60 |
| 2018-09-30 | $11M | 42k | 273.89 |
| 2018-06-30 | $12M | 45k | 273.06 |
| 2018-03-31 | $12M | 45k | 265.36 |
| 2017-12-31 | $14M | 52k | 268.85 |
| 2017-09-30 | $7.2M | 29k | 252.91 |
| 2017-06-30 | $6.3M | 26k | 243.42 |
| 2017-03-31 | $5.7M | 24k | 237.27 |
| 2016-12-31 | $4.9M | 22k | 225.01 |
| 2016-09-30 | $2.4M | 11k | 217.58 |
| 2016-06-30 | $2.4M | 11k | 210.51 |
| 2016-03-31 | $2.6M | 13k | 206.66 |
| 2015-12-31 | $13M | 64k | 204.88 |
| 2015-09-30 | $1.7M | 8.7k | 192.66 |
| 2015-06-30 | $2.1M | 10k | 207.20 |
| 2015-03-31 | $6.1M | 29k | 207.82 |
| 2014-12-31 | $1.3M | 6.4k | 206.93 |
| 2014-09-30 | $1.1M | 5.5k | 198.25 |
| 2014-06-30 | $1.1M | 5.5k | 196.98 |
| 2014-03-31 | $1.0M | 5.4k | 188.16 |
| 2013-12-31 | $997k | 5.4k | 185.59 |
| 2013-09-30 | $945k | 5.6k | 168.87 |
| 2013-06-30 | $2.5M | 16k | 160.86 |
| 2013-03-31 | $2.6M | 16k | 157.38 |
| 2012-09-30 | $2.3M | 16k | 144.37 |
| 2012-06-30 | $2.3M | 17k | 136.73 |
| 2011-12-31 | $2.9M | 23k | 125.98 |
| 2011-09-30 | $5.8M | 51k | 113.69 |
| 2011-03-31 | $9.4M | 71k | 133.01 |