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iShares S&P 500 Index shares owned by SWMG

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SWMG from 13F filings

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
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

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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