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iShares S&P 500 Index shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated 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 Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 31k 547.24
2024-03-31 $16M 31k 525.73