iShares S&P 500 Index shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.3k | 669.30 |
| 2025-06-30 | $1.8M | 2.8k | 621.00 |
| 2025-03-31 | $1.6M | 2.8k | 561.98 |
| 2024-12-31 | $1.8M | 3.0k | 588.75 |
| 2024-09-30 | $1.8M | 3.1k | 576.85 |
| 2024-03-31 | $1.3M | 2.5k | 525.75 |
| 2023-12-31 | $1.1M | 2.4k | 477.65 |
| 2023-09-30 | $1.0M | 2.3k | 429.40 |
| 2023-06-30 | $1.0M | 2.3k | 445.68 |
| 2023-03-31 | $800k | 1.9k | 411.11 |
| 2022-12-31 | $856k | 2.2k | 384.25 |
| 2022-06-30 | $809k | 2.1k | 379.28 |
| 2022-03-31 | $929k | 2.0k | 453.83 |
| 2021-12-31 | $965k | 2.0k | 476.78 |
| 2021-09-30 | $811k | 1.9k | 430.70 |
| 2021-06-30 | $810k | 1.9k | 430.16 |
| 2021-03-31 | $673k | 1.7k | 397.99 |
| 2020-12-31 | $230k | 612 | 375.82 |