iShares S&P 500 Index shares owned by Financial Services Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26M | 39k | 669.30 |
| 2025-06-30 | $25M | 40k | 620.90 |
| 2025-03-31 | $2.4M | 4.3k | 561.90 |
| 2024-12-31 | $2.8M | 4.7k | 588.68 |
| 2024-09-30 | $9.6M | 17k | 576.83 |
| 2024-06-30 | $6.0M | 11k | 547.23 |
| 2024-03-31 | $7.9M | 15k | 525.73 |
| 2023-12-31 | $5.2M | 11k | 477.63 |
More positions owned by Financial Services Advisory
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