iShares S&P 500 Index shares owned by Frisch Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Frisch Financial Group
from 13F filings
Historical chart of Frisch Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Frisch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $757k | 1.3k | 576.54 |
| 2024-06-30 | $760k | 1.4k | 547.55 |
| 2024-03-31 | $767k | 1.5k | 526.06 |
| 2023-12-31 | $745k | 1.6k | 477.26 |
| 2023-09-30 | $669k | 1.6k | 429.12 |
| 2023-06-30 | $695k | 1.6k | 445.51 |
| 2023-03-31 | $361k | 877 | 411.63 |
| 2022-12-31 | $381k | 992 | 384.07 |
| 2022-09-30 | $623k | 1.7k | 358.46 |
| 2022-06-30 | $693k | 1.8k | 379.31 |
| 2022-03-31 | $751k | 1.7k | 453.50 |
| 2021-12-31 | $782k | 1.6k | 474.51 |
| 2021-09-30 | $536k | 1.2k | 430.52 |
| 2021-06-30 | $579k | 1.3k | 429.84 |
| 2021-03-31 | $545k | 1.4k | 398.10 |
| 2020-12-31 | $4.2M | 11k | 375.41 |
| 2020-09-30 | $3.7M | 11k | 336.05 |
| 2020-06-30 | $3.4M | 11k | 309.68 |
| 2020-03-31 | $5.9M | 23k | 258.40 |
| 2019-12-31 | $330k | 1.0k | 323.53 |
| 2019-09-30 | $273k | 913 | 299.01 |
| 2019-06-30 | $269k | 913 | 294.63 |
| 2019-03-31 | $1.1M | 3.7k | 284.53 |
| 2018-12-31 | $982k | 3.9k | 251.54 |