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

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

Historical chart of Financial Partners 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 Financial Partners 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 Financial Partners Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $443k 842 525.58
2023-12-31 $401k 839 477.69
2023-09-30 $357k 832 429.35
2023-06-30 $371k 832 445.63
2023-03-31 $341k 829 411.24
2022-12-31 $317k 826 384.19

More positions owned by Financial Partners Group

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
FedEx Corporation (FDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Caterpillar (CAT)
JPMorgan Chase & Co. (JPM)
CVS Caremark Corporation (CVS)
Ecolab (ECL)
Lam Research Corporation (LRCX)
Lockheed Martin Corporation (LMT)
Palo Alto Networks (PANW)
Crown Castle Intl (CCI)
Home Depot (HD)
Occidental Petroleum Corporation (OXY)

View all positions for Financial Partners Group

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