Strategic Point Investment Advisors »

iShares S&P 500 Index shares owned by Strategic Point Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Point Investment Advisors from 13F filings

Historical chart of Strategic Point Investment Advisors 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 Point Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Strategic Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $45M 94k 477.63
2023-09-30 $40M 94k 429.43
2023-06-30 $41M 91k 445.71
2023-03-31 $38M 92k 411.08
2022-12-31 $35M 91k 384.21
2022-09-30 $32M 89k 358.65
2022-06-30 $33M 88k 379.14
2022-03-31 $39M 85k 453.69
2021-12-31 $41M 86k 476.99
2021-09-30 $34M 80k 430.82
2021-06-30 $34M 78k 429.93
2021-03-31 $30M 74k 397.81
2020-12-31 $29M 77k 377.60
2020-09-30 $26M 78k 336.06
2020-06-30 $25M 76k 325.66
2020-03-31 $19M 72k 258.40
2019-12-31 $24M 74k 323.23
2019-09-30 $21M 72k 298.51
2019-06-30 $21M 71k 294.75
2019-03-31 $21M 74k 284.55
2018-12-31 $20M 80k 251.60
2018-09-30 $22M 77k 292.73
2018-06-30 $15M 54k 273.04
2018-03-31 $7.7M 29k 265.37
2017-12-31 $5.3M 20k 268.82
2017-09-30 $3.6M 14k 252.89
2017-06-30 $2.1M 8.7k 243.36
2017-03-31 $777k 3.3k 237.03