iShares S&P 500 Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sowell Financial Services 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 Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $57M | 118k | 477.63 |
| 2023-09-30 | $54M | 125k | 431.42 |
| 2023-06-30 | $62M | 140k | 445.71 |
| 2023-03-31 | $45M | 109k | 411.08 |
| 2022-12-31 | $49M | 127k | 384.21 |
| 2022-09-30 | $31M | 87k | 358.65 |
| 2021-12-31 | $47M | 98k | 476.99 |
| 2021-09-30 | $44M | 102k | 430.82 |
| 2021-06-30 | $45M | 104k | 429.92 |
| 2021-03-31 | $61M | 146k | 420.68 |
| 2020-12-31 | $50M | 133k | 375.39 |
| 2020-09-30 | $41M | 122k | 336.06 |
| 2020-06-30 | $32M | 104k | 309.69 |
| 2020-03-31 | $19M | 73k | 258.40 |
| 2019-12-31 | $34M | 105k | 323.24 |
| 2019-09-30 | $33M | 110k | 298.52 |
| 2019-03-31 | $24M | 84k | 284.57 |
| 2018-12-31 | $23M | 91k | 251.61 |
| 2018-06-30 | $28M | 98k | 284.11 |
| 2018-03-31 | $20M | 77k | 264.96 |
| 2017-12-31 | $25M | 87k | 281.26 |
| 2017-09-30 | $22M | 85k | 259.23 |
| 2017-06-30 | $18M | 71k | 248.97 |
| 2017-03-31 | $14M | 59k | 242.12 |