iShares S&P 500 Index shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $188M | 343k | 547.23 |
| 2024-03-31 | $175M | 334k | 525.73 |
| 2023-12-31 | $172M | 361k | 477.63 |
| 2023-09-30 | $149M | 346k | 429.43 |
| 2023-06-30 | $148M | 333k | 445.71 |
| 2023-03-31 | $128M | 312k | 411.08 |
| 2022-12-31 | $110M | 287k | 384.21 |
| 2022-09-30 | $92M | 256k | 358.65 |
| 2022-06-30 | $90M | 238k | 379.15 |
| 2022-03-31 | $102M | 224k | 453.69 |
| 2021-12-31 | $103M | 216k | 476.99 |
| 2021-09-30 | $87M | 202k | 430.82 |
| 2021-03-31 | $81M | 204k | 397.82 |
| 2020-09-30 | $67M | 199k | 336.06 |
| 2020-06-30 | $60M | 195k | 309.69 |
| 2020-03-31 | $54M | 207k | 258.40 |
| 2019-12-31 | $59M | 184k | 323.24 |
| 2019-09-30 | $50M | 166k | 298.52 |
| 2019-06-30 | $44M | 148k | 294.75 |
| 2019-03-31 | $36M | 127k | 284.55 |
| 2018-12-31 | $34M | 134k | 251.61 |
| 2018-09-30 | $14M | 47k | 292.74 |
| 2018-06-30 | $18M | 66k | 273.05 |
| 2018-03-31 | $17M | 65k | 265.36 |
| 2017-12-31 | $15M | 57k | 268.84 |
| 2017-09-30 | $11M | 44k | 252.91 |
| 2017-06-30 | $11M | 47k | 243.40 |
| 2017-03-31 | $6.7M | 28k | 237.27 |
More positions owned by Steward Partners Investment Advisory
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