iShares S&P 500 Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Visionary Wealth Advisors 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 Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $44M | 93k | 477.63 |
| 2023-09-30 | $40M | 93k | 429.43 |
| 2023-06-30 | $42M | 93k | 445.71 |
| 2023-03-31 | $39M | 95k | 411.08 |
| 2022-12-31 | $41M | 107k | 384.21 |
| 2022-09-30 | $40M | 110k | 358.65 |
| 2022-06-30 | $42M | 111k | 379.15 |
| 2022-03-31 | $50M | 110k | 453.69 |
| 2021-12-31 | $37M | 77k | 476.99 |
| 2021-09-30 | $29M | 68k | 430.82 |
| 2021-06-30 | $28M | 66k | 429.92 |
| 2021-03-31 | $27M | 68k | 397.82 |
| 2020-12-31 | $29M | 77k | 375.38 |
| 2020-09-30 | $30M | 88k | 336.06 |
| 2020-06-30 | $26M | 83k | 309.69 |
| 2020-03-31 | $18M | 68k | 258.40 |
| 2019-12-31 | $21M | 64k | 323.24 |