iShares S&P 500 Index shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fortitude Advisory Group 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 Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.28 |
| 2025-06-30 | $1.7M | 2.7k | 620.86 |
| 2025-03-31 | $1.3M | 2.5k | 528.05 |
| 2024-12-31 | $1.5M | 2.6k | 588.57 |
| 2024-09-30 | $1.5M | 2.7k | 576.77 |
| 2024-06-30 | $1.4M | 2.6k | 547.31 |
| 2024-03-31 | $2.3M | 4.3k | 525.69 |
| 2023-12-31 | $2.3M | 4.9k | 477.66 |
| 2023-09-30 | $2.5M | 5.7k | 429.40 |
| 2023-06-30 | $2.3M | 5.2k | 445.73 |
| 2023-03-31 | $1.1M | 2.8k | 411.14 |
| 2022-12-31 | $1.1M | 2.8k | 384.17 |
| 2022-09-30 | $992k | 2.8k | 358.77 |
| 2022-06-30 | $979k | 2.6k | 379.02 |
| 2022-03-31 | $1.2M | 2.7k | 453.70 |
| 2021-12-31 | $1.3M | 2.7k | 477.22 |