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iShares S&P 500 Index shares owned by Delta Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Delta Financial Group from 13F filings

Historical chart of Delta 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 Delta Financial 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 Delta Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 3.7k 525.75
2023-12-31 $1.7M 3.5k 477.76
2023-09-30 $1.6M 3.7k 429.47
2023-03-31 $1.1M 2.7k 411.20
2022-12-31 $1.0M 2.7k 383.18