iShares S&P 500 Index shares owned by Financial Consulate
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 3.8k | 669.25 |
| 2025-06-30 | $2.4M | 3.9k | 620.85 |
| 2025-03-31 | $2.2M | 4.0k | 561.85 |
| 2024-12-31 | $2.6M | 4.4k | 588.63 |
| 2024-09-30 | $2.6M | 4.5k | 576.77 |
| 2024-06-30 | $2.5M | 4.6k | 547.18 |
| 2024-03-31 | $2.5M | 4.7k | 525.68 |
| 2023-12-31 | $2.5M | 5.2k | 477.59 |
| 2023-09-30 | $2.3M | 5.3k | 429.47 |
| 2023-06-30 | $2.5M | 5.7k | 445.74 |
| 2023-03-31 | $2.5M | 6.1k | 411.06 |
| 2022-12-31 | $2.5M | 6.5k | 384.19 |
| 2022-09-30 | $2.1M | 5.9k | 358.63 |
| 2022-06-30 | $1.9M | 5.1k | 379.23 |
| 2022-03-31 | $2.4M | 5.2k | 453.77 |
| 2021-12-31 | $2.6M | 5.5k | 477.03 |
| 2021-09-30 | $2.3M | 5.3k | 430.80 |
| 2021-06-30 | $2.3M | 5.3k | 429.97 |
| 2021-03-31 | $2.1M | 5.4k | 397.88 |
| 2020-12-31 | $2.1M | 5.5k | 375.48 |
| 2020-09-30 | $1.8M | 5.3k | 336.08 |
| 2020-06-30 | $1.6M | 5.3k | 309.72 |
| 2020-03-31 | $1.3M | 5.0k | 258.46 |
| 2019-12-31 | $2.3M | 7.1k | 323.29 |
| 2019-09-30 | $1.3M | 4.4k | 298.42 |
| 2019-06-30 | $1.4M | 4.6k | 294.73 |
| 2019-03-31 | $921k | 3.2k | 284.52 |
| 2018-12-31 | $708k | 2.8k | 251.69 |
| 2018-09-30 | $772k | 2.6k | 292.65 |
| 2018-06-30 | $1.9M | 7.0k | 273.00 |
| 2018-03-31 | $1.7M | 6.4k | 265.45 |
| 2017-12-31 | $3.8M | 14k | 268.83 |
| 2017-09-30 | $4.2M | 17k | 252.96 |
| 2017-06-30 | $5.2M | 21k | 243.40 |
| 2017-03-31 | $5.3M | 22k | 237.28 |
| 2016-12-31 | $4.1M | 18k | 225.00 |
| 2016-09-30 | $3.9M | 18k | 217.58 |
| 2016-06-30 | $4.5M | 22k | 210.51 |
| 2016-03-31 | $4.1M | 20k | 206.63 |
| 2015-12-31 | $3.7M | 18k | 204.85 |
| 2015-09-30 | $2.7M | 14k | 192.71 |
| 2015-06-30 | $3.8M | 18k | 207.20 |
| 2015-03-31 | $3.4M | 17k | 207.80 |
| 2014-12-31 | $4.2M | 21k | 206.85 |