iShares S&P 500 Index shares owned by Smart Money Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smart Money Group
from 13F filings
Historical chart of Smart Money Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Smart Money Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 11k | 571.24 |
| 2024-06-30 | $5.8M | 11k | 553.34 |
| 2024-03-31 | $5.3M | 11k | 504.46 |
| 2023-12-31 | $5.1M | 11k | 477.63 |
| 2023-09-30 | $4.7M | 11k | 429.41 |
| 2023-06-30 | $5.5M | 12k | 445.72 |
| 2023-03-31 | $6.3M | 15k | 417.66 |
| 2022-12-31 | $16M | 41k | 384.22 |
| 2022-09-30 | $16M | 44k | 358.64 |
| 2022-06-30 | $16M | 41k | 379.15 |
| 2022-03-31 | $9.5M | 21k | 453.71 |
| 2021-12-31 | $7.5M | 16k | 476.96 |
| 2021-09-30 | $5.8M | 14k | 430.82 |
| 2021-06-30 | $4.8M | 13k | 375.39 |
| 2021-03-31 | $4.6M | 12k | 397.83 |
| 2020-12-31 | $4.8M | 13k | 375.39 |
| 2020-09-30 | $4.3M | 13k | 336.05 |
| 2020-06-30 | $5.4M | 17k | 309.72 |
| 2020-03-31 | $3.0M | 12k | 258.36 |
| 2019-12-31 | $2.4M | 7.5k | 323.24 |
| 2019-09-30 | $2.2M | 7.5k | 298.48 |
| 2019-06-30 | $2.2M | 7.6k | 294.76 |
| 2019-03-31 | $2.2M | 7.0k | 315.02 |
| 2018-12-31 | $2.0M | 8.1k | 251.61 |
| 2018-09-30 | $2.4M | 8.1k | 292.73 |
| 2018-06-30 | $2.2M | 8.0k | 273.01 |
| 2018-03-31 | $2.3M | 8.8k | 265.35 |
| 2017-12-31 | $2.9M | 11k | 268.88 |