iShares S&P 500 Index shares owned by Financial Security Advisor
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Security Advisor
from 13F filings
Historical chart of Financial Security Advisor investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Financial Security Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Financial Security Advisor
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $577k | 1.0k | 576.58 |
2024-06-30 | $546k | 998 | 547.10 |
2024-03-31 | $444k | 845 | 525.49 |
2023-12-31 | $417k | 873 | 477.81 |
2023-09-30 | $383k | 887 | 431.44 |
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