iShares S&P 500 Index shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3k | 3 | 429.33 |
| 2023-06-30 | $1.3k | 3 | 445.67 |
| 2023-03-31 | $1.2k | 3 | 411.00 |
| 2022-12-31 | $1.2k | 3 | 384.33 |
| 2022-09-30 | $999 | 3 | 333.33 |
| 2022-06-30 | $999 | 3 | 333.33 |
| 2022-03-31 | $8.0k | 18 | 444.44 |
| 2021-12-31 | $9.0k | 18 | 500.00 |
| 2021-03-31 | $0 | 0 | 0.00 |
| 2020-12-31 | $24k | 65 | 369.23 |
| 2020-03-31 | $469k | 1.8k | 258.26 |
| 2019-12-31 | $272k | 842 | 323.04 |
| 2019-09-30 | $249k | 834 | 298.56 |
| 2019-06-30 | $246k | 834 | 294.96 |
| 2019-03-31 | $236k | 829 | 284.68 |
| 2018-12-31 | $231k | 918 | 251.63 |
| 2018-09-30 | $266k | 909 | 292.63 |
| 2018-06-30 | $247k | 904 | 273.23 |
| 2018-03-31 | $240k | 904 | 265.49 |
| 2017-12-31 | $242k | 900 | 268.89 |
| 2017-09-30 | $288k | 1.1k | 253.30 |
| 2017-06-30 | $70k | 400 | 175.00 |
| 2017-03-31 | $68k | 400 | 170.00 |