iShares S&P 500 Index shares owned by Financial Enhancement
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Enhancement
from 13F filings
Historical chart of Financial Enhancement investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Enhancement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 473 | 676.42 |
| 2025-06-30 | $296k | 473 | 626.44 |
| 2025-03-31 | $474k | 895 | 529.38 |
| 2024-12-31 | $553k | 946 | 584.18 |
| 2022-09-30 | $88k | 244 | 360.66 |
| 2022-06-30 | $93k | 244 | 381.15 |
| 2022-03-31 | $111k | 244 | 454.92 |
| 2021-12-31 | $124k | 259 | 478.76 |
| 2021-09-30 | $115k | 267 | 430.71 |
| 2021-06-30 | $105k | 244 | 430.33 |
| 2021-03-31 | $97k | 244 | 397.54 |
| 2020-12-31 | $92k | 244 | 377.05 |
| 2020-09-30 | $82k | 244 | 336.07 |
| 2020-06-30 | $76k | 244 | 311.48 |
| 2020-03-31 | $63k | 244 | 258.20 |
| 2019-12-31 | $79k | 244 | 323.77 |
| 2019-09-30 | $73k | 244 | 299.18 |
| 2019-06-30 | $72k | 244 | 295.08 |
| 2019-03-31 | $69k | 244 | 282.79 |
| 2017-12-31 | $929k | 3.5k | 268.73 |
| 2017-09-30 | $727k | 2.9k | 253.05 |
| 2017-06-30 | $678k | 2.8k | 243.36 |
| 2017-03-31 | $576k | 2.4k | 237.13 |
| 2016-12-31 | $355k | 1.6k | 225.11 |
| 2016-09-30 | $310k | 1.4k | 217.54 |
| 2016-06-30 | $309k | 1.5k | 210.78 |
| 2016-03-31 | $203k | 981 | 206.93 |