iShares S&P 500 Index shares owned by Strategic Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Strategic Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 32k | 477.64 |
| 2023-09-30 | $14M | 32k | 429.44 |
| 2023-06-30 | $14M | 32k | 445.72 |
| 2023-03-31 | $13M | 31k | 411.08 |
| 2022-12-31 | $12M | 32k | 384.20 |
| 2022-09-30 | $11M | 32k | 358.66 |
| 2022-06-30 | $12M | 32k | 379.14 |
| 2022-03-31 | $14M | 32k | 453.69 |
| 2021-12-31 | $15M | 31k | 477.00 |
| 2021-09-30 | $13M | 30k | 430.83 |
| 2021-06-30 | $13M | 29k | 429.91 |
| 2021-03-31 | $12M | 29k | 397.84 |
| 2020-12-31 | $10M | 28k | 375.40 |
| 2020-09-30 | $9.4M | 28k | 336.08 |
| 2020-06-30 | $8.8M | 28k | 309.70 |
| 2020-03-31 | $7.1M | 27k | 258.40 |
| 2019-12-31 | $8.1M | 25k | 323.25 |
| 2019-09-30 | $7.3M | 24k | 298.52 |
| 2019-06-30 | $7.2M | 24k | 294.76 |
| 2019-03-31 | $6.7M | 24k | 284.54 |
| 2018-12-31 | $6.0M | 24k | 251.61 |
| 2018-09-30 | $6.9M | 24k | 292.72 |
| 2018-06-30 | $6.3M | 23k | 273.07 |
| 2018-03-31 | $5.8M | 22k | 265.35 |
| 2017-12-31 | $5.8M | 22k | 268.84 |
| 2017-09-30 | $11M | 41k | 252.94 |
| 2017-06-30 | $9.8M | 40k | 243.41 |
| 2017-03-31 | $9.1M | 38k | 237.26 |
| 2016-12-31 | $7.6M | 34k | 225.00 |
| 2016-09-30 | $6.5M | 30k | 217.55 |
| 2016-06-30 | $5.9M | 28k | 210.49 |
| 2016-03-31 | $4.8M | 23k | 206.66 |
| 2015-12-31 | $4.6M | 23k | 204.89 |