iShares S&P 500 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 9.0k | 669.26 |
| 2025-06-30 | $5.7M | 9.2k | 620.88 |
| 2025-03-31 | $5.9M | 11k | 561.89 |
| 2024-12-31 | $5.0M | 8.5k | 588.68 |
| 2024-09-30 | $4.8M | 8.4k | 576.84 |
| 2024-06-30 | $4.4M | 8.1k | 547.25 |
| 2024-03-31 | $4.4M | 8.4k | 525.69 |
| 2023-12-31 | $3.9M | 8.2k | 477.66 |
| 2023-09-30 | $3.5M | 8.1k | 429.43 |
| 2023-06-30 | $3.8M | 8.5k | 445.72 |
| 2023-03-31 | $3.6M | 8.7k | 411.09 |
| 2022-12-31 | $3.6M | 9.4k | 384.21 |
| 2022-09-30 | $3.6M | 10k | 358.65 |
| 2022-06-30 | $3.9M | 10k | 379.12 |
| 2022-03-31 | $4.1M | 9.0k | 453.69 |
| 2021-12-31 | $4.4M | 9.2k | 477.00 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management