iShares S&P 500 Index shares owned by Family Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Family Wealth 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 Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $709k | 1.1k | 669.14 |
| 2025-06-30 | $726k | 1.2k | 620.88 |
| 2024-12-31 | $646k | 1.1k | 588.65 |
| 2024-09-30 | $647k | 1.1k | 576.73 |
| 2024-06-30 | $605k | 1.1k | 547.08 |
| 2024-03-31 | $617k | 1.2k | 525.56 |
| 2023-12-31 | $588k | 1.2k | 477.45 |