iShares S&P 500 Index shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $195M | 330k | 588.68 |
| 2024-09-30 | $194M | 336k | 576.82 |
| 2024-06-30 | $163M | 297k | 547.23 |
| 2024-03-31 | $140M | 266k | 525.73 |
| 2023-12-31 | $100M | 210k | 477.63 |
| 2023-09-30 | $86M | 200k | 429.43 |
| 2023-06-30 | $87M | 195k | 445.71 |
| 2023-03-31 | $76M | 185k | 411.08 |
| 2022-12-31 | $73M | 191k | 384.21 |
| 2022-09-30 | $69M | 193k | 358.65 |
| 2022-06-30 | $75M | 198k | 379.15 |
| 2022-03-31 | $86M | 188k | 453.69 |
| 2021-12-31 | $89M | 186k | 476.99 |
| 2021-09-30 | $78M | 181k | 430.82 |
| 2021-06-30 | $67M | 155k | 429.92 |
| 2021-03-31 | $57M | 143k | 397.82 |
| 2020-12-31 | $52M | 138k | 375.39 |
| 2020-09-30 | $49M | 147k | 336.06 |
| 2020-06-30 | $53M | 170k | 309.69 |
| 2020-03-31 | $29M | 113k | 258.40 |
| 2019-12-31 | $18M | 56k | 323.25 |
| 2019-09-30 | $16M | 52k | 298.51 |
| 2019-06-30 | $15M | 49k | 294.76 |
| 2019-03-31 | $14M | 48k | 284.56 |
| 2018-12-31 | $11M | 44k | 251.61 |
| 2018-09-30 | $13M | 45k | 292.74 |
| 2018-06-30 | $11M | 41k | 273.05 |
| 2018-03-31 | $14M | 54k | 265.53 |
| 2017-12-31 | $8.9M | 33k | 268.86 |
| 2017-09-30 | $9.9M | 39k | 252.92 |
| 2017-06-30 | $9.0M | 37k | 243.45 |
| 2017-03-31 | $6.3M | 27k | 237.27 |
| 2016-12-31 | $5.0M | 22k | 224.98 |
| 2016-09-30 | $3.7M | 17k | 217.55 |
| 2016-06-30 | $2.0M | 9.3k | 210.50 |
| 2016-03-31 | $1.1M | 5.2k | 206.65 |
| 2015-12-31 | $1.1M | 5.2k | 204.83 |
| 2015-09-30 | $739k | 3.8k | 192.60 |
| 2015-06-30 | $913k | 4.4k | 207.08 |
| 2015-03-31 | $1.2M | 5.7k | 207.99 |
| 2014-12-31 | $1.7M | 8.3k | 206.88 |