iShares S&P 500 Index shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Strata Wealth 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 Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.1M | 12k | 576.84 |
| 2024-06-30 | $6.9M | 13k | 547.23 |
| 2024-03-31 | $6.8M | 13k | 525.73 |
| 2023-12-31 | $5.9M | 12k | 477.62 |
| 2023-09-30 | $5.4M | 13k | 429.44 |
| 2023-03-31 | $2.4M | 5.9k | 411.06 |
| 2022-12-31 | $2.2M | 5.8k | 384.24 |