iShares S&P 500 Index shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fortis Group 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 Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 7.6k | 667.74 |
| 2025-06-30 | $4.8M | 7.7k | 619.45 |
| 2025-03-31 | $4.5M | 7.9k | 560.59 |
| 2024-12-31 | $4.8M | 8.1k | 587.30 |
| 2024-09-30 | $2.8M | 5.0k | 575.47 |
| 2024-06-30 | $2.7M | 4.9k | 545.95 |
| 2024-03-31 | $2.7M | 5.0k | 529.44 |
| 2023-12-31 | $2.1M | 5.2k | 411.11 |
| 2023-09-30 | $2.1M | 5.1k | 411.11 |
| 2023-06-30 | $2.2M | 4.9k | 445.71 |
| 2023-03-31 | $2.1M | 5.0k | 417.70 |
| 2020-09-30 | $2.1M | 6.4k | 330.19 |