iShares S&P 500 Index shares owned by SWS Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SWS Partners
from 13F filings
Historical chart of SWS Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SWS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 57k | 669.30 |
| 2025-06-30 | $35M | 57k | 620.91 |
| 2025-03-31 | $32M | 54k | 588.69 |
| 2024-12-31 | $32M | 54k | 588.68 |
| 2024-09-30 | $28M | 48k | 576.67 |
| 2024-06-30 | $26M | 47k | 547.24 |
| 2024-03-31 | $26M | 49k | 525.73 |
| 2023-09-30 | $17M | 40k | 429.43 |
| 2023-06-30 | $17M | 39k | 445.71 |
| 2023-03-31 | $16M | 40k | 411.08 |
| 2022-12-31 | $14M | 35k | 384.21 |
| 2022-09-30 | $13M | 35k | 358.65 |
| 2020-12-31 | $8.2M | 22k | 375.37 |
| 2020-09-30 | $6.9M | 21k | 336.05 |
| 2020-03-31 | $5.6M | 22k | 258.40 |
| 2019-09-30 | $102M | 343k | 296.65 |
| 2019-06-30 | $5.9M | 20k | 300.62 |
| 2018-12-31 | $3.5M | 14k | 251.61 |
| 2018-09-30 | $3.4M | 12k | 292.69 |
| 2018-06-30 | $2.7M | 10k | 273.10 |
| 2018-03-31 | $1.8M | 7.1k | 259.22 |
| 2017-12-31 | $685k | 2.5k | 268.94 |