iShares S&P 500 Index shares owned by F/M Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by F/M Investments
from 13F filings
Historical chart of F/M Investments 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 F/M Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by F/M Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 669.39 |
| 2025-06-30 | $2.1M | 3.6k | 572.85 |
| 2025-03-31 | $1.4M | 2.7k | 513.08 |
| 2024-12-31 | $1.1M | 1.9k | 588.68 |
| 2024-09-30 | $1.4M | 2.7k | 521.95 |
| 2024-06-30 | $271k | 496 | 547.23 |
| 2024-03-31 | $1.4M | 2.8k | 488.88 |
| 2023-12-31 | $1.3M | 2.8k | 453.77 |
| 2023-09-30 | $1.2M | 2.8k | 418.66 |
| 2023-06-30 | $1.2M | 2.8k | 430.50 |
| 2023-03-31 | $1.2M | 3.0k | 405.95 |
| 2022-12-31 | $891k | 2.3k | 384.21 |
| 2022-06-30 | $993k | 2.3k | 430.06 |
| 2022-03-31 | $1.1M | 2.5k | 453.69 |
| 2021-12-31 | $1.2M | 2.5k | 477.00 |
| 2021-09-30 | $995k | 2.3k | 430.92 |
| 2021-06-30 | $993k | 2.3k | 430.06 |
| 2021-03-31 | $944k | 2.4k | 397.98 |
| 2020-12-31 | $890k | 2.4k | 375.21 |