iShares S&P 500 Index shares owned by Francis Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 3.9k | 525.73 |
| 2023-12-31 | $791k | 1.7k | 477.63 |
| 2023-09-30 | $749k | 1.7k | 429.43 |
| 2023-06-30 | $1.2M | 2.7k | 445.71 |
| 2023-03-31 | $487k | 1.2k | 411.25 |
| 2022-12-31 | $456k | 1.2k | 384.35 |
| 2022-09-30 | $378k | 1.1k | 358.63 |
| 2022-06-30 | $534k | 1.3k | 397.62 |
| 2018-03-31 | $506k | 1.9k | 265.34 |
| 2017-12-31 | $525k | 2.0k | 268.95 |