iShares S&P 500 Index shares owned by Client First Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Client First Capital
from 13F filings
Historical chart of Client First Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Client First Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 36k | 669.30 |
| 2025-06-30 | $24M | 38k | 620.90 |
| 2025-03-31 | $27M | 48k | 561.89 |
| 2024-12-31 | $28M | 47k | 588.69 |
| 2024-09-30 | $20M | 34k | 576.82 |
| 2024-06-30 | $19M | 35k | 547.23 |
| 2024-03-31 | $16M | 31k | 525.73 |
| 2023-12-31 | $7.1M | 15k | 477.63 |
| 2023-09-30 | $7.1M | 17k | 429.42 |
| 2023-06-30 | $6.8M | 15k | 445.70 |
| 2023-03-31 | $6.3M | 15k | 411.09 |
| 2022-12-31 | $8.4M | 22k | 384.22 |
| 2022-09-30 | $8.3M | 23k | 358.64 |
| 2022-06-30 | $8.8M | 23k | 379.16 |
| 2022-03-31 | $11M | 24k | 453.70 |
| 2021-12-31 | $15M | 32k | 477.00 |