iShares S&P 500 Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 6.9k | 669.34 |
| 2025-06-30 | $4.3M | 6.9k | 620.87 |
| 2025-03-31 | $3.8M | 6.6k | 575.25 |
| 2024-12-31 | $3.8M | 6.5k | 588.69 |
| 2024-09-30 | $3.5M | 6.1k | 576.83 |
| 2024-06-30 | $3.3M | 6.1k | 547.19 |
| 2024-03-31 | $3.2M | 6.0k | 525.73 |
| 2023-12-31 | $2.9M | 6.0k | 477.65 |
| 2023-09-30 | $2.6M | 6.0k | 429.44 |
| 2023-06-30 | $2.7M | 6.0k | 445.72 |
| 2023-03-31 | $2.3M | 5.7k | 411.10 |
| 2022-12-31 | $2.2M | 5.6k | 384.18 |
| 2022-09-30 | $1.4M | 3.8k | 358.63 |
| 2022-06-30 | $711k | 1.9k | 379.12 |
| 2022-03-31 | $823k | 1.8k | 453.60 |
| 2021-12-31 | $763k | 1.6k | 476.93 |
| 2021-09-30 | $684k | 1.6k | 430.84 |
| 2021-06-30 | $683k | 1.6k | 429.88 |
| 2021-03-31 | $1.5M | 607k | 2.51 |
| 2020-12-31 | $547k | 1.5k | 375.41 |
| 2020-09-30 | $404k | 1.2k | 336.01 |
| 2020-06-30 | $372k | 1.2k | 309.56 |
| 2020-03-31 | $304k | 1.2k | 258.44 |
| 2019-12-31 | $313k | 969 | 323.14 |