iShares S&P 500 Index shares owned by Everhart Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Everhart 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 Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.1M | 6.0k | 684.92 |
| 2025-09-30 | $4.0M | 5.9k | 669.27 |
| 2025-06-30 | $3.5M | 5.7k | 620.86 |
| 2025-03-31 | $3.0M | 5.4k | 561.86 |
| 2024-12-31 | $3.0M | 5.2k | 588.62 |
| 2024-09-30 | $3.0M | 5.2k | 576.87 |
| 2024-06-30 | $1.7M | 3.2k | 547.29 |
| 2024-03-31 | $1.3M | 2.4k | 525.79 |
| 2023-12-31 | $1.4M | 2.9k | 477.66 |
| 2023-09-30 | $1.1M | 2.5k | 429.42 |
| 2023-06-30 | $1.1M | 2.4k | 445.70 |
| 2023-03-31 | $1.0M | 2.5k | 411.06 |
| 2022-12-31 | $967k | 2.5k | 384.18 |
| 2022-09-30 | $935k | 2.6k | 358.51 |
| 2022-06-30 | $989k | 2.6k | 379.22 |
| 2022-03-31 | $1.1M | 2.4k | 453.72 |
| 2021-12-31 | $1.2M | 2.4k | 477.40 |
| 2021-09-30 | $1.1M | 2.4k | 430.85 |