iShares S&P 500 Index shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Source Financial 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 38k | 576.82 |
| 2024-06-30 | $21M | 38k | 547.22 |
| 2024-03-31 | $22M | 42k | 525.73 |
| 2023-12-31 | $21M | 44k | 477.63 |
| 2023-09-30 | $18M | 43k | 429.43 |
| 2023-06-30 | $19M | 43k | 445.71 |
| 2023-03-31 | $18M | 43k | 411.08 |
| 2022-12-31 | $13M | 33k | 384.21 |
| 2022-09-30 | $12M | 33k | 358.67 |
| 2022-06-30 | $8.4M | 22k | 379.13 |
| 2022-03-31 | $14M | 30k | 453.70 |
| 2021-12-31 | $15M | 32k | 476.99 |
| 2021-09-30 | $13M | 30k | 430.82 |
| 2021-06-30 | $13M | 30k | 429.90 |
| 2021-03-31 | $14M | 34k | 397.82 |
| 2020-12-31 | $12M | 32k | 375.38 |