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iShares S&P 500 Index shares owned by Fortress Financial Solutions

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortress Financial Solutions from 13F filings

Historical chart of Fortress Financial Solutions 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 Fortress Financial Solutions 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 Fortress Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 11k 669.30
2025-06-30 $5.4M 8.7k 620.88
2025-03-31 $4.3M 7.7k 561.93
2024-12-31 $2.7M 4.7k 588.70

More positions owned by Fortress Financial Solutions

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for Fortress Financial Solutions

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