iShares S&P 500 Index shares owned by Curran Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Curran Financial Partners
from 13F filings
Historical chart of Curran Financial Partners 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 Curran Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Curran Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $551k | 843 | 653.17 |
| 2025-03-31 | $241k | 429 | 561.27 |