iShares S&P 500 Index shares owned by Foundry Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Foundry Financial Group
from 13F filings
Historical chart of Foundry Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Foundry Financial 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 Foundry Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 29k | 669.30 |
| 2025-06-30 | $18M | 29k | 620.90 |
| 2025-03-31 | $15M | 26k | 561.90 |
| 2024-12-31 | $15M | 25k | 588.68 |
| 2024-09-30 | $13M | 23k | 576.82 |
| 2024-06-30 | $13M | 23k | 547.23 |
| 2024-03-31 | $8.0M | 15k | 525.73 |
| 2023-12-31 | $6.6M | 14k | 477.63 |