iShares S&P 500 Index shares owned by CFS Investment Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CFS Investment Advisory Services
from 13F filings
Historical chart of CFS Investment Advisory Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by CFS Investment Advisory Services 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 CFS Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 47k | 680.52 |
| 2025-06-30 | $29M | 46k | 620.90 |
| 2025-03-31 | $25M | 44k | 561.90 |
| 2024-12-31 | $25M | 43k | 588.67 |
| 2024-09-30 | $46M | 79k | 576.82 |
| 2024-06-30 | $43M | 79k | 546.34 |
| 2023-09-30 | $16M | 37k | 429.43 |
| 2023-06-30 | $14M | 32k | 445.71 |
| 2023-03-31 | $13M | 31k | 411.08 |
| 2022-06-30 | $5.9M | 16k | 379.12 |
| 2022-03-31 | $14k | 6.3M | 0.00 |
| 2021-12-31 | $5.5M | 12k | 450.49 |
| 2021-09-30 | $4.1M | 9.6k | 430.86 |
| 2021-06-30 | $232k | 540 | 429.63 |
| 2020-12-31 | $5.5M | 15k | 375.39 |
More positions owned by CFS Investment Advisory Services
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