iShares S&P 500 Index shares owned by Ethos Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ethos Financial Group
from 13F filings
Historical chart of Ethos Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ethos 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 Ethos Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 14k | 669.29 |
| 2025-06-30 | $8.0M | 13k | 620.91 |
| 2025-03-31 | $7.8M | 13k | 584.39 |
| 2024-12-31 | $7.9M | 14k | 588.67 |
| 2024-09-30 | $6.3M | 11k | 576.78 |
| 2024-06-30 | $5.9M | 11k | 551.06 |
| 2024-03-31 | $5.4M | 9.9k | 549.19 |
| 2023-12-31 | $4.7M | 9.7k | 477.62 |
| 2023-09-30 | $3.8M | 8.9k | 431.40 |
| 2023-06-30 | $3.3M | 8.1k | 411.08 |
| 2023-03-31 | $3.3M | 8.1k | 411.08 |
| 2022-12-31 | $3.1M | 7.9k | 384.22 |