iShares S&P 500 Index shares owned by Financial Symmetry
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Financial Symmetry
from 13F filings
Historical chart of Financial Symmetry investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Financial Symmetry
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 3.3k | 684.87 |
| 2025-09-30 | $2.2M | 3.3k | 669.38 |
| 2025-06-30 | $2.1M | 3.3k | 620.82 |
| 2025-03-31 | $1.9M | 3.4k | 561.84 |
| 2024-12-31 | $1.7M | 2.9k | 588.73 |
| 2024-09-30 | $1.7M | 2.9k | 576.89 |
| 2024-06-30 | $1.6M | 2.9k | 547.18 |
| 2024-03-31 | $591k | 1.1k | 525.73 |
| 2023-12-31 | $537k | 1.1k | 477.63 |