iShares S&P 500 Index shares owned by Compass Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Compass 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 Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 467 | 669.30 |
| 2025-06-30 | $290k | 467 | 620.90 |
| 2025-03-31 | $284k | 505 | 561.90 |
| 2024-12-31 | $294k | 499 | 588.68 |
| 2024-09-30 | $266k | 461 | 576.82 |
| 2024-06-30 | $213k | 390 | 547.23 |
| 2024-03-31 | $205k | 390 | 525.73 |
| 2023-09-30 | $292k | 680 | 429.43 |
| 2023-06-30 | $220k | 494 | 445.71 |
| 2023-03-31 | $220k | 535 | 411.08 |