iShares S&P 500 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 55k | 525.73 |
| 2023-09-30 | $21M | 49k | 431.39 |
| 2023-06-30 | $21M | 46k | 445.71 |
| 2023-03-31 | $18M | 44k | 409.71 |
| 2022-12-31 | $7.5M | 20k | 384.18 |
| 2022-09-30 | $6.7M | 19k | 358.67 |
| 2022-06-30 | $6.8M | 18k | 379.15 |
| 2022-03-31 | $5.5M | 12k | 453.68 |
| 2021-12-31 | $6.2M | 13k | 477.02 |
| 2021-09-30 | $5.6M | 13k | 430.81 |
| 2021-03-31 | $5.2M | 13k | 397.85 |
| 2020-12-31 | $4.7M | 13k | 375.36 |
| 2020-09-30 | $4.3M | 13k | 336.09 |
| 2020-06-30 | $3.9M | 13k | 309.70 |
| 2020-03-31 | $3.3M | 13k | 258.40 |
| 2019-12-31 | $5.3M | 16k | 323.22 |
| 2019-09-30 | $3.5M | 12k | 298.52 |
| 2019-06-30 | $1.6M | 5.4k | 294.73 |
| 2019-03-31 | $3.5M | 3.6k | 969.73 |
| 2018-12-31 | $889k | 3.5k | 251.70 |
| 2018-09-30 | $77k | 3.5k | 22.09 |
| 2018-06-30 | $72k | 3.5k | 20.63 |
| 2018-03-31 | $755 | 2.8k | 0.27 |
| 2017-12-31 | $735k | 2.7k | 268.84 |
| 2017-09-30 | $948k | 3.7k | 253.00 |
| 2017-06-30 | $512k | 2.1k | 243.46 |
| 2017-03-31 | $344k | 1.4k | 237.57 |
| 2016-12-31 | $348k | 1.5k | 224.81 |
| 2016-09-30 | $337k | 1.5k | 217.70 |
| 2016-06-30 | $446k | 2.1k | 210.08 |