iShares S&P 500 Index shares owned by Financial Partners Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Partners Group
from 13F filings
Historical chart of Financial Partners Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Partners Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $574k | 975 | 588.39 |
| 2024-09-30 | $489k | 848 | 576.51 |
| 2024-06-30 | $462k | 844 | 547.39 |
| 2024-03-31 | $443k | 842 | 525.58 |
| 2023-12-31 | $401k | 839 | 477.69 |
| 2023-09-30 | $357k | 832 | 429.35 |
| 2023-06-30 | $371k | 832 | 445.63 |
| 2023-03-31 | $341k | 829 | 411.24 |
| 2022-12-31 | $317k | 826 | 384.19 |