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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All positions including iShares S&P 500 Index held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |