iShares S&P 500 Index shares owned by Family Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Asset Management
from 13F filings
Historical chart of Family Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Family Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 3.2k | 576.85 |
| 2024-06-30 | $1.8M | 3.4k | 547.23 |
| 2024-03-31 | $1.6M | 3.0k | 525.65 |
| 2023-12-31 | $1.5M | 3.0k | 477.56 |
| 2023-09-30 | $1.3M | 3.0k | 429.37 |
| 2023-06-30 | $1.3M | 3.0k | 445.65 |
| 2023-03-31 | $1.2M | 3.0k | 411.02 |
| 2022-12-31 | $1.2M | 3.1k | 384.16 |