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iShares S&P 500 Index shares owned by Smith Thornton Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith Thornton Advisors from 13F filings

Historical chart of Smith Thornton 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 Smith Thornton 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 Smith Thornton Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 7.8k 669.30
2025-06-30 $4.8M 7.7k 620.88
2025-03-31 $2.4M 4.3k 561.90
2024-12-31 $2.7M 4.6k 588.68
2024-09-30 $2.7M 4.6k 576.79
2024-06-30 $2.5M 4.6k 547.18