iShares S&P 500 Index shares owned by Financial Strategies Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Strategies Group
from 13F filings
Historical chart of Financial Strategies Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $466k | 678 | 686.93 |
| 2025-06-30 | $449k | 717 | 626.64 |
| 2025-03-31 | $485k | 897 | 540.18 |
| 2024-12-31 | $523k | 897 | 583.24 |
| 2024-09-30 | $527k | 897 | 586.96 |
| 2024-06-30 | $501k | 897 | 558.64 |
| 2024-03-31 | $468k | 896 | 522.02 |
| 2023-12-31 | $437k | 896 | 487.77 |
| 2023-09-30 | $393k | 896 | 438.11 |
| 2023-06-30 | $368k | 825 | 445.67 |
| 2023-03-31 | $649k | 1.6k | 411.07 |
| 2022-12-31 | $653k | 1.7k | 384.16 |
| 2022-09-30 | $627k | 1.7k | 358.70 |
| 2022-06-30 | $764k | 2.0k | 379.34 |
| 2022-03-31 | $866k | 1.9k | 453.88 |
| 2021-12-31 | $816k | 1.7k | 476.91 |
| 2021-09-30 | $723k | 1.7k | 430.87 |
| 2021-06-30 | $739k | 1.7k | 429.90 |
| 2021-03-31 | $685k | 1.7k | 397.56 |
| 2020-12-31 | $667k | 1.8k | 375.56 |
| 2020-09-30 | $551k | 1.6k | 335.98 |
| 2020-06-30 | $516k | 1.7k | 309.91 |
| 2019-12-31 | $326k | 1.0k | 323.73 |
More positions owned by Financial Strategies Group
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