iShares S&P 500 Index shares owned by Swan Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Swan Wealth Advisors
from 13F filings
Historical chart of Swan Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Swan Wealth Advisors 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 Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486M | 727k | 669.30 |
| 2025-06-30 | $452M | 728k | 620.90 |
| 2025-03-31 | $419M | 746k | 561.90 |
| 2024-12-31 | $419M | 712k | 588.68 |
| 2024-09-30 | $410M | 710k | 576.82 |
| 2024-06-30 | $391M | 714k | 547.23 |
| 2024-03-31 | $388M | 738k | 525.73 |
| 2023-12-31 | $367M | 769k | 477.63 |
| 2023-09-30 | $333M | 775k | 429.43 |