iShares S&P 500 Index shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors 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 Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 19k | 669.30 |
| 2025-06-30 | $13M | 21k | 620.91 |
| 2025-03-31 | $9.7M | 17k | 561.92 |
| 2024-12-31 | $1.7M | 3.0k | 566.77 |
| 2024-09-30 | $8.1M | 14k | 576.83 |
| 2024-06-30 | $976k | 1.8k | 547.23 |
| 2024-03-31 | $887k | 1.7k | 525.73 |
| 2023-12-31 | $604k | 1.3k | 477.65 |
| 2023-09-30 | $527k | 1.2k | 429.43 |
| 2023-06-30 | $1.9M | 4.3k | 445.71 |
| 2023-03-31 | $2.1M | 5.2k | 411.08 |
| 2022-12-31 | $1.0M | 2.6k | 384.21 |