iShares S&P 500 Index shares owned by Southern Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Southern Capital Advisors
from 13F filings
Historical chart of Southern Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Southern Capital 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 Southern Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 34k | 576.82 |
| 2024-06-30 | $18M | 34k | 547.23 |
| 2024-03-31 | $18M | 34k | 525.73 |
| 2023-12-31 | $16M | 34k | 477.63 |
| 2023-09-30 | $14M | 33k | 429.42 |
| 2023-06-30 | $14M | 32k | 445.71 |
| 2023-03-31 | $13M | 32k | 411.08 |
| 2022-12-31 | $12M | 31k | 384.21 |
| 2022-09-30 | $11M | 30k | 358.63 |
| 2022-06-30 | $11M | 28k | 379.14 |
| 2022-03-31 | $12M | 27k | 453.68 |
| 2021-12-31 | $11M | 22k | 476.99 |