iShares S&P 500 Index shares owned by Compass Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Compass Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Compass Financial Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $205k | 390 | 525.73 |
2023-09-30 | $292k | 680 | 429.43 |
2023-06-30 | $220k | 494 | 445.71 |
2023-03-31 | $220k | 535 | 411.08 |