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iShares S&P 500 Index shares owned by Fortitude Family Office

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 43k 576.81
2024-06-30 $23M 41k 547.22
2024-03-31 $18M 35k 525.73
2023-12-31 $14M 29k 477.63

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index