iShares S&P 500 Index shares owned by Commonwealth Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Commonwealth Financial Services
from 13F filings
Historical chart of Commonwealth Financial Services investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Commonwealth Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 37k | 669.30 |
| 2025-06-30 | $18M | 30k | 620.89 |
| 2025-03-31 | $20M | 36k | 561.91 |
| 2024-12-31 | $22M | 38k | 588.68 |
| 2024-09-30 | $25M | 43k | 571.37 |
| 2024-06-30 | $29M | 53k | 558.41 |
| 2024-03-31 | $30M | 63k | 477.63 |
| 2023-12-31 | $30M | 63k | 477.63 |
| 2023-09-30 | $28M | 65k | 429.43 |
More positions owned by Commonwealth Financial Services
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