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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Industrial Etf (VIS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Fidelity Covington Trust Consmr Staples (FSTA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Annaly Capital Management In Com New (NLY)

View all positions for Compass Financial Group

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