iShares S&P 500 Index shares owned by Youngs Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Youngs Advisory
from 13F filings
Historical chart of Youngs Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Youngs Advisory 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 Youngs Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 336 | 669.30 |
| 2022-12-31 | $352k | 915 | 384.21 |
| 2022-09-30 | $402k | 1.1k | 358.93 |
| 2022-06-30 | $347k | 915 | 379.24 |
| 2022-03-31 | $413k | 910 | 453.85 |
| 2021-12-31 | $415k | 870 | 477.01 |
| 2021-09-30 | $256k | 595 | 430.25 |