iShares S&P 500 Index shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by UMA Financial Services 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 UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $72M | 143k | 505.98 |
| 2023-12-31 | $70M | 145k | 485.73 |
| 2023-09-30 | $64M | 146k | 434.21 |
| 2023-06-30 | $66M | 149k | 446.35 |
| 2023-03-31 | $62M | 150k | 415.99 |
| 2022-12-31 | $61M | 151k | 402.15 |
| 2022-09-30 | $57M | 150k | 378.52 |
| 2022-06-30 | $62M | 150k | 412.95 |
| 2022-03-31 | $65M | 151k | 430.74 |
| 2021-12-31 | $63M | 134k | 468.10 |
| 2021-09-30 | $60M | 134k | 447.68 |
| 2021-06-30 | $57M | 131k | 437.45 |
| 2021-03-31 | $53M | 130k | 407.85 |
| 2020-12-31 | $51M | 130k | 392.25 |
| 2020-09-30 | $54M | 162k | 331.36 |
| 2020-06-30 | $53M | 156k | 336.96 |
| 2020-03-31 | $47M | 166k | 280.06 |
| 2019-12-31 | $54M | 164k | 329.43 |
| 2019-09-30 | $51M | 160k | 315.10 |