iShares S&P 500 Index shares owned by SWMG
Historical chart of SWMG 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 SWMG 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 SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 83k | 674.97 |
| 2025-06-30 | $50M | 79k | 639.92 |
| 2025-03-31 | $49M | 89k | 553.19 |
| 2024-12-31 | $58M | 95k | 609.30 |
| 2024-09-30 | $59M | 98k | 600.20 |
| 2024-06-30 | $52M | 95k | 547.23 |
| 2024-03-31 | $56M | 106k | 525.73 |
| 2023-12-31 | $61M | 127k | 477.63 |
| 2023-09-30 | $51M | 120k | 429.43 |
| 2023-06-30 | $48M | 108k | 445.71 |
| 2023-03-31 | $43M | 104k | 411.08 |
| 2022-12-31 | $39M | 103k | 384.21 |
| 2022-09-30 | $34M | 96k | 358.65 |
| 2022-03-31 | $33M | 73k | 453.69 |
| 2021-12-31 | $24M | 51k | 476.99 |
| 2021-09-30 | $19M | 44k | 430.82 |
| 2021-06-30 | $19M | 43k | 429.92 |
| 2021-03-31 | $16M | 40k | 397.83 |
| 2020-12-31 | $15M | 38k | 377.59 |