iShares S&P 500 Index shares owned by Family Investment Center
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Investment Center
from 13F filings
Historical chart of Family Investment Center 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 Family Investment Center consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Family Investment Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 367 | 669.85 |
| 2025-06-30 | $232k | 373 | 621.40 |
| 2025-03-31 | $214k | 381 | 561.90 |
| 2024-12-31 | $207k | 352 | 588.68 |
| 2024-09-30 | $250k | 434 | 576.82 |
| 2024-06-30 | $238k | 434 | 547.23 |
| 2024-03-31 | $228k | 434 | 525.73 |
| 2023-12-31 | $203k | 424 | 477.63 |