iShares S&P 500 Index shares owned by Fortune Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fortune Financial Advisors
from 13F filings
Historical chart of Fortune Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fortune Financial 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 Fortune Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 681 | 669.69 |
| 2025-06-30 | $423k | 681 | 621.09 |
| 2025-03-31 | $393k | 700 | 561.90 |
| 2024-12-31 | $363k | 616 | 588.68 |
| 2024-09-30 | $355k | 616 | 576.82 |
| 2024-06-30 | $337k | 616 | 547.23 |
| 2024-03-31 | $522k | 992 | 525.73 |
| 2023-12-31 | $294k | 616 | 477.63 |
More positions owned by Fortune Financial Advisors
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