iShares S&P 500 Index shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Evernest Financial Advisors 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 Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 27k | 669.29 |
| 2025-06-30 | $17M | 27k | 620.90 |
| 2025-03-31 | $16M | 28k | 561.89 |
| 2024-12-31 | $16M | 27k | 588.68 |
| 2024-09-30 | $16M | 28k | 576.81 |
| 2024-06-30 | $16M | 29k | 547.23 |
| 2024-03-31 | $15M | 29k | 497.54 |
| 2023-12-31 | $8.9M | 19k | 477.63 |
More positions owned by Evernest Financial Advisors
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