iShares S&P 500 Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 4.3k | 576.77 |
| 2024-06-30 | $2.5M | 4.6k | 547.21 |
| 2024-03-31 | $2.4M | 4.6k | 525.75 |
| 2023-12-31 | $2.2M | 4.6k | 477.68 |
| 2023-09-30 | $2.0M | 4.6k | 429.39 |
| 2023-06-30 | $2.1M | 4.6k | 445.67 |
| 2023-03-31 | $1.8M | 4.5k | 411.07 |
| 2022-12-31 | $1.7M | 4.5k | 384.21 |
| 2022-09-30 | $1.6M | 4.5k | 358.70 |
| 2022-06-30 | $1.7M | 4.5k | 379.12 |
| 2022-03-31 | $2.7M | 5.9k | 453.55 |
| 2021-12-31 | $2.8M | 5.9k | 478.17 |
| 2021-09-30 | $2.5M | 5.9k | 430.65 |
| 2021-06-30 | $2.3M | 5.2k | 429.91 |
| 2021-03-31 | $2.5M | 6.2k | 397.85 |
| 2020-12-31 | $2.4M | 6.2k | 391.50 |