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 |
|---|---|---|---|
| 2025-09-30 | $14M | 20k | 669.29 |
| 2025-06-30 | $12M | 20k | 620.89 |
| 2024-12-31 | $10M | 17k | 612.66 |
| 2024-09-30 | $8.5M | 15k | 576.81 |
| 2024-06-30 | $8.9M | 16k | 547.23 |
| 2024-03-31 | $8.8M | 17k | 525.74 |
| 2023-12-31 | $7.2M | 15k | 477.62 |
| 2023-09-30 | $6.5M | 15k | 429.42 |
| 2023-06-30 | $6.9M | 16k | 445.70 |
| 2023-03-31 | $6.0M | 15k | 411.07 |
| 2022-12-31 | $5.2M | 14k | 384.21 |
| 2022-09-30 | $6.5M | 18k | 358.65 |
| 2022-06-30 | $1.1M | 2.9k | 379.02 |
| 2022-03-31 | $1.1M | 2.5k | 453.84 |
| 2021-12-31 | $1.2M | 2.5k | 476.84 |
| 2021-09-30 | $1.2M | 2.9k | 430.70 |
| 2021-06-30 | $583k | 1.4k | 430.26 |
| 2020-03-31 | $251k | 777 | 323.04 |
| 2019-12-31 | $251k | 777 | 323.04 |
| 2019-09-30 | $1.3M | 4.3k | 298.50 |
| 2019-06-30 | $1.3M | 4.4k | 300.00 |
| 2019-03-31 | $1.3M | 4.7k | 275.00 |
| 2018-12-31 | $460k | 1.8k | 262.71 |
| 2018-09-30 | $561k | 1.9k | 292.49 |
| 2018-06-30 | $771k | 2.8k | 273.11 |
| 2018-03-31 | $1.0M | 3.8k | 265.46 |
| 2017-12-31 | $4.7M | 18k | 260.02 |