iShares S&P 500 Index shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance 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 Fiduciary Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 2.3k | 669.17 |
| 2025-06-30 | $1.4M | 2.3k | 620.96 |
| 2025-03-31 | $779k | 1.4k | 561.71 |
| 2024-12-31 | $716k | 1.2k | 588.92 |
| 2024-09-30 | $574k | 995 | 576.67 |
| 2024-06-30 | $563k | 1.0k | 552.03 |
| 2024-03-31 | $533k | 1.0k | 524.85 |
| 2023-12-31 | $629k | 1.3k | 477.63 |
| 2023-09-30 | $743k | 1.7k | 429.51 |
| 2023-06-30 | $734k | 1.6k | 445.74 |
| 2023-03-31 | $252k | 614 | 410.94 |
| 2022-12-31 | $280k | 729 | 384.41 |