iShares S&P 500 Index shares owned by SMI Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SMI Advisory Services
from 13F filings
Historical chart of SMI Advisory Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SMI Advisory Services 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 SMI Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 672.43 |
| 2025-06-30 | $22M | 35k | 627.25 |
| 2025-03-31 | $16M | 31k | 506.37 |
| 2024-12-31 | $15M | 25k | 584.19 |
| 2024-09-30 | $14M | 25k | 575.69 |
| 2024-06-30 | $14M | 25k | 558.92 |
| 2024-03-31 | $12M | 24k | 521.78 |
| 2023-12-31 | $11M | 23k | 478.55 |
| 2023-09-30 | $8.9M | 20k | 442.66 |
| 2023-03-31 | $8.1M | 21k | 384.21 |
| 2022-12-31 | $7.1M | 20k | 358.65 |
| 2022-09-30 | $7.1M | 20k | 358.65 |
| 2022-06-30 | $7.4M | 19k | 379.13 |
| 2022-03-31 | $8.3M | 18k | 453.70 |
| 2021-12-31 | $7.9M | 17k | 476.96 |
| 2021-09-30 | $6.9M | 16k | 430.79 |
| 2021-06-30 | $6.9M | 16k | 429.93 |
| 2021-03-31 | $6.0M | 15k | 397.83 |