iShares S&P 500 Index shares owned by Fi3 FINANCIAL ADVISORS
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fi3 FINANCIAL ADVISORS
from 13F filings
Historical chart of Fi3 FINANCIAL ADVISORS investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fi3 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 Fi3 FINANCIAL ADVISORS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 69k | 669.30 |
| 2025-06-30 | $45M | 72k | 620.90 |
| 2025-03-31 | $39M | 69k | 561.90 |
| 2024-12-31 | $42M | 71k | 588.68 |
| 2024-09-30 | $41M | 71k | 576.82 |
| 2024-03-31 | $36M | 69k | 513.84 |
| 2023-12-31 | $35M | 73k | 477.63 |
| 2023-09-30 | $30M | 69k | 429.43 |
| 2023-06-30 | $30M | 68k | 445.71 |
| 2023-03-31 | $25M | 60k | 411.08 |
| 2022-12-31 | $22M | 58k | 384.21 |
| 2022-09-30 | $16M | 45k | 358.65 |
| 2022-06-30 | $18M | 47k | 380.79 |
| 2022-03-31 | $21M | 47k | 453.70 |
| 2021-12-31 | $23M | 47k | 476.99 |
| 2021-09-30 | $19M | 44k | 430.83 |
| 2021-06-30 | $20M | 44k | 443.02 |
| 2021-03-31 | $12M | 31k | 397.80 |