iShares S&P 500 Index shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by United Asset Strategies 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 Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $228k | 341 | 668.87 |
| 2025-06-30 | $243k | 392 | 620.93 |
| 2025-03-31 | $216k | 384 | 562.23 |
| 2024-12-31 | $221k | 375 | 589.42 |
| 2024-09-30 | $213k | 370 | 576.26 |
| 2024-06-30 | $222k | 406 | 546.93 |
| 2023-12-31 | $228k | 476 | 477.90 |
| 2019-12-31 | $352k | 1.1k | 323.53 |