iShares S&P 500 Index shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Forum Private Client 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 Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 17k | 669.32 |
| 2025-06-30 | $10M | 17k | 620.90 |
| 2025-03-31 | $8.9M | 16k | 561.91 |
| 2024-12-31 | $9.1M | 15k | 588.69 |
| 2024-09-30 | $8.8M | 15k | 576.81 |
| 2024-03-31 | $7.8M | 15k | 525.74 |
| 2023-12-31 | $6.6M | 14k | 477.65 |
| 2023-06-30 | $3.9M | 8.7k | 445.69 |
| 2023-03-31 | $3.3M | 8.1k | 411.06 |
| 2022-12-31 | $2.8M | 7.2k | 384.21 |
| 2022-09-30 | $2.0M | 5.7k | 358.56 |
| 2022-06-30 | $1.6M | 4.1k | 379.29 |
| 2022-03-31 | $1.4M | 3.0k | 453.66 |
More positions owned by Forum Private Client Group
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