iShares S&P 500 Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 2.7k | 477.72 |
| 2023-09-30 | $1.1M | 2.6k | 429.49 |
| 2023-06-30 | $1.1M | 2.5k | 445.77 |
| 2023-03-31 | $941k | 2.3k | 411.08 |
| 2022-12-31 | $878k | 2.3k | 384.19 |
| 2022-09-30 | $821k | 2.3k | 358.52 |
| 2022-06-30 | $867k | 2.3k | 378.93 |
| 2022-03-31 | $271k | 598 | 453.18 |
| 2021-12-31 | $253k | 530 | 477.36 |
| 2021-09-30 | $228k | 529 | 431.00 |
| 2021-06-30 | $228k | 529 | 431.00 |
| 2020-12-31 | $190k | 505 | 376.24 |
| 2020-09-30 | $108k | 323 | 334.37 |
| 2020-06-30 | $114k | 367 | 310.63 |
| 2020-03-31 | $172k | 665 | 258.65 |
| 2019-12-31 | $118k | 366 | 322.40 |
| 2019-09-30 | $121k | 405 | 298.77 |
| 2019-06-30 | $311k | 1.1k | 294.79 |
| 2018-12-31 | $110k | 436 | 252.29 |
| 2018-09-30 | $88k | 299 | 294.31 |
| 2018-06-30 | $1.4M | 5.1k | 273.01 |
| 2018-03-31 | $1.4M | 5.1k | 265.18 |
| 2017-12-31 | $1.4M | 5.0k | 268.74 |
| 2017-09-30 | $13k | 55 | 236.36 |
| 2017-06-30 | $80k | 330 | 242.42 |
| 2017-03-31 | $27k | 118 | 228.81 |
| 2016-12-31 | $27k | 118 | 228.81 |