iShares S&P 500 Index shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 40k | 525.73 |
| 2023-12-31 | $19M | 39k | 477.63 |
| 2023-09-30 | $17M | 39k | 429.43 |
| 2023-06-30 | $17M | 39k | 445.71 |
| 2023-03-31 | $17M | 41k | 411.08 |
| 2022-12-31 | $16M | 43k | 384.21 |
| 2022-09-30 | $15M | 42k | 358.65 |
| 2022-06-30 | $16M | 43k | 379.15 |
| 2022-03-31 | $20M | 44k | 453.68 |
| 2021-12-31 | $26M | 55k | 476.99 |
| 2021-09-30 | $24M | 55k | 430.82 |
| 2021-06-30 | $23M | 52k | 429.93 |
| 2021-03-31 | $21M | 52k | 397.82 |
| 2020-12-31 | $17M | 45k | 375.38 |
| 2020-09-30 | $12M | 36k | 336.04 |
| 2020-06-30 | $11M | 35k | 309.70 |
| 2020-03-31 | $8.8M | 34k | 258.41 |
| 2019-12-31 | $11M | 33k | 323.25 |
More positions owned by Soltis Investment Advisors
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