iShares S&P 500 Index shares owned by Fiduciary Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fiduciary Financial Group
from 13F filings
Historical chart of Fiduciary Financial Group 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 Financial Group 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 Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $933k | 1.4k | 669.30 |
| 2025-06-30 | $857k | 1.4k | 620.67 |
| 2025-03-31 | $733k | 1.4k | 527.06 |
| 2024-12-31 | $748k | 1.3k | 583.33 |
| 2024-09-30 | $756k | 1.3k | 575.93 |
| 2024-06-30 | $667k | 1.2k | 568.04 |