iShares S&P 500 Index shares owned by Ehrlich Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ehrlich Financial Group
from 13F filings
Historical chart of Ehrlich Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ehrlich 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 Ehrlich Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 2.9k | 669.22 |
| 2025-06-30 | $1.9M | 3.1k | 620.83 |
| 2025-03-31 | $1.8M | 3.3k | 561.96 |
| 2024-12-31 | $2.7M | 4.6k | 588.69 |
| 2024-09-30 | $2.3M | 4.1k | 576.76 |
| 2024-06-30 | $1.8M | 3.3k | 547.25 |
| 2024-03-31 | $1.6M | 3.1k | 525.69 |