iShares S&P 500 Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth 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 Strategies Wealth Advisors 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 Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 6.9k | 669.29 |
| 2025-06-30 | $5.7M | 9.2k | 620.89 |
| 2025-03-31 | $5.6M | 10k | 561.93 |
| 2024-12-31 | $6.1M | 10k | 607.76 |
| 2024-09-30 | $6.0M | 11k | 576.83 |
| 2024-06-30 | $5.9M | 11k | 547.24 |
| 2024-03-31 | $5.9M | 11k | 525.75 |
| 2023-12-31 | $5.2M | 11k | 477.65 |
| 2023-09-30 | $4.7M | 11k | 429.42 |
| 2023-06-30 | $4.9M | 11k | 445.70 |
| 2023-03-31 | $3.3M | 7.9k | 411.07 |
| 2022-12-31 | $2.4M | 6.1k | 384.18 |
| 2022-06-30 | $1.1M | 2.8k | 379.14 |
| 2022-03-31 | $1.4M | 3.0k | 453.75 |
| 2021-12-31 | $1.7M | 3.5k | 476.93 |
More positions owned by Strategies Wealth Advisors
View all positions for Strategies Wealth Advisors