iShares S&P 500 Index shares owned by Empire Financial Management Company
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Empire Financial Management Company
from 13F filings
Historical chart of Empire Financial Management Company investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Empire Financial Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 427 | 669.30 |
| 2025-06-30 | $250k | 402 | 620.90 |
| 2025-03-31 | $224k | 399 | 561.90 |
| 2024-12-31 | $235k | 399 | 588.68 |
| 2024-09-30 | $227k | 393 | 576.82 |
| 2024-06-30 | $215k | 393 | 547.23 |
| 2024-03-31 | $205k | 389 | 525.73 |
More positions owned by Empire Financial Management Company
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