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

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

Historical chart of Chapman Financial Group investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Chapman 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 Chapman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $600k 896 669.30
2025-06-30 $186k 300 620.90

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
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Bank of America Corporation (BAC)
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Palo Alto Networks (PANW)

View all positions for Chapman Financial Group

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