iShares S&P 500 Index shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $36M | 68k | 525.73 |
| 2023-12-31 | $35M | 73k | 477.63 |
| 2023-09-30 | $26M | 61k | 429.43 |
| 2023-06-30 | $24M | 54k | 445.72 |
| 2023-03-31 | $20M | 48k | 411.08 |
| 2022-12-31 | $20M | 51k | 384.21 |
| 2022-09-30 | $14M | 40k | 358.65 |
| 2022-06-30 | $28M | 73k | 379.15 |
| 2022-03-31 | $28M | 62k | 453.70 |
| 2021-12-31 | $19M | 40k | 476.99 |
| 2021-09-30 | $13M | 29k | 430.85 |
| 2021-06-30 | $14M | 33k | 429.93 |
| 2021-03-31 | $8.4M | 21k | 397.83 |
| 2020-12-31 | $6.1M | 16k | 375.39 |
| 2020-09-30 | $4.7M | 14k | 336.07 |
| 2020-06-30 | $4.3M | 14k | 309.71 |
| 2020-03-31 | $3.2M | 12k | 258.36 |
| 2019-12-31 | $2.2M | 6.9k | 323.20 |
| 2019-09-30 | $1.0M | 3.5k | 298.59 |
| 2019-06-30 | $652k | 2.2k | 295.02 |
| 2019-03-31 | $627k | 2.2k | 284.35 |
| 2018-12-31 | $1.5M | 5.9k | 251.66 |