iShares S&P 500 Index shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Compton Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $862k | 1.3k | 669.46 |
| 2025-06-30 | $799k | 1.3k | 621.05 |
| 2025-03-31 | $723k | 1.3k | 562.04 |
| 2024-12-31 | $758k | 1.3k | 588.82 |
| 2024-09-30 | $1.1M | 1.9k | 576.92 |
| 2024-06-30 | $1.0M | 1.9k | 547.32 |
| 2024-03-31 | $975k | 1.9k | 525.82 |
| 2023-12-31 | $615k | 1.3k | 477.75 |
| 2023-09-30 | $553k | 1.3k | 429.53 |
| 2023-06-30 | $566k | 1.3k | 445.82 |
| 2023-03-31 | $522k | 1.3k | 411.18 |
| 2022-12-31 | $488k | 1.3k | 384.30 |
| 2022-09-30 | $455k | 1.3k | 358.55 |
| 2022-06-30 | $481k | 1.3k | 379.04 |
| 2022-03-31 | $576k | 1.3k | 453.90 |
| 2021-12-31 | $605k | 1.3k | 476.75 |
| 2021-09-30 | $547k | 1.3k | 431.05 |
| 2021-06-30 | $546k | 1.3k | 430.26 |
| 2021-03-31 | $503k | 1.3k | 397.63 |
| 2020-12-31 | $475k | 1.3k | 375.49 |
| 2020-09-30 | $425k | 1.3k | 335.97 |
| 2020-06-30 | $391k | 1.3k | 309.58 |
| 2020-03-31 | $326k | 1.3k | 258.73 |
| 2019-12-31 | $407k | 1.3k | 323.02 |
More positions owned by Compton Wealth Advisory Group
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