iShares S&P 500 Index shares owned by 4Thought Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 4Thought Financial Group
from 13F filings
Historical chart of 4Thought Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by 4Thought 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 4Thought Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 23k | 576.81 |
| 2024-06-30 | $15M | 27k | 547.24 |
| 2024-03-31 | $16M | 30k | 525.72 |
| 2023-12-31 | $8.1M | 17k | 477.64 |
| 2023-09-30 | $15M | 34k | 429.43 |
| 2023-06-30 | $14M | 32k | 445.71 |
| 2023-03-31 | $12M | 29k | 411.08 |
| 2022-12-31 | $10M | 27k | 384.22 |
| 2022-09-30 | $9.4M | 26k | 358.65 |
| 2022-06-30 | $9.6M | 25k | 379.15 |
| 2022-03-31 | $5.2M | 12k | 453.71 |
| 2021-12-31 | $6.3M | 13k | 476.96 |
| 2021-09-30 | $6.4M | 15k | 430.83 |
| 2021-06-30 | $8.1M | 19k | 429.91 |
| 2021-03-31 | $8.6M | 22k | 397.80 |