iShares S&P 500 Index shares owned by United Advisor Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by United Advisor Group 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 United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.2k | 669.28 |
| 2025-06-30 | $2.0M | 3.2k | 620.89 |
| 2025-03-31 | $2.2M | 3.8k | 561.84 |
| 2024-12-31 | $2.4M | 4.1k | 588.71 |
| 2024-09-30 | $2.5M | 4.3k | 576.82 |
| 2024-06-30 | $916k | 1.7k | 547.23 |
| 2024-03-31 | $445k | 847 | 525.73 |
| 2023-12-31 | $245k | 508 | 481.31 |