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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

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Quarterly 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