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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

Tip: Access up to 7 years of quarterly data

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
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

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Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
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Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

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