iShares S&P 500 Index shares owned by Financial Gravity Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Gravity Wealth
from 13F filings
Historical chart of Financial Gravity Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Financial Gravity Wealth 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 Financial Gravity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 5.4k | 669.28 |
| 2025-03-31 | $3.2M | 5.6k | 561.92 |
| 2024-06-30 | $7.2M | 13k | 547.23 |
| 2024-03-31 | $7.0M | 13k | 525.72 |
| 2023-12-31 | $238k | 544k | 0.44 |
| 2023-09-30 | $238k | 544k | 0.44 |
| 2023-06-30 | $20k | 44k | 0.45 |
| 2023-03-31 | $17k | 41k | 0.42 |
| 2022-03-31 | $30 | 67 | 0.45 |
| 2021-12-31 | $244 | 2.4k | 0.10 |
| 2021-09-30 | $430 | 7 | 61.57 |
| 2021-06-30 | $430 | 10 | 43.00 |
| 2021-03-31 | $42 | 105 | 0.40 |
| 2020-12-31 | $3.0k | 7 | 428.57 |
| 2020-03-31 | $72 | 283 | 0.26 |
| 2019-12-31 | $91 | 283 | 0.32 |
| 2019-09-30 | $84k | 283 | 296.82 |
| 2019-06-30 | $83k | 283 | 293.29 |
| 2019-03-31 | $203k | 706 | 287.54 |
| 2018-09-30 | $83k | 308 | 269.48 |
| 2018-06-30 | $10k | 36 | 277.78 |