iShares S&P 500 Index shares owned by Sonora Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sonora Investment Management
from 13F filings
Historical chart of Sonora Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sonora Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $636k | 1.5k | 430.60 |
| 2021-06-30 | $568k | 1.3k | 429.65 |
| 2021-03-31 | $521k | 1.3k | 398.01 |
| 2020-12-31 | $491k | 1.3k | 375.10 |
| 2020-09-30 | $286k | 852 | 335.68 |
| 2020-06-30 | $233k | 752 | 309.84 |
| 2020-03-31 | $199k | 770 | 258.44 |
| 2019-12-31 | $249k | 770 | 323.38 |
| 2019-09-30 | $221k | 739 | 299.05 |
| 2019-06-30 | $228k | 773 | 294.95 |
| 2019-03-31 | $210k | 739 | 284.17 |
| 2018-12-31 | $203k | 806 | 251.86 |
| 2018-09-30 | $207k | 706 | 293.20 |
| 2018-06-30 | $193k | 706 | 273.37 |
| 2018-03-31 | $236k | 891 | 265.37 |
| 2017-12-31 | $75k | 278 | 268.85 |
| 2017-09-30 | $70k | 278 | 252.93 |
| 2017-06-30 | $68k | 278 | 243.41 |
| 2017-03-31 | $66k | 278 | 237.27 |
| 2016-12-31 | $63k | 278 | 224.99 |
| 2016-03-31 | $97k | 464 | 209.66 |
| 2015-09-30 | $34k | 175 | 194.29 |
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