iShares S&P 500 Index shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by FSC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $752k | 1.1k | 685.08 |
| 2025-09-30 | $2.2M | 3.3k | 669.36 |
| 2025-06-30 | $2.0M | 3.3k | 620.83 |
| 2025-03-31 | $1.7M | 3.1k | 561.87 |
| 2024-12-31 | $1.4M | 2.4k | 588.78 |
| 2024-09-30 | $1.3M | 2.3k | 576.80 |
| 2024-06-30 | $1.1M | 2.1k | 547.31 |
| 2024-03-31 | $981k | 1.9k | 525.81 |
| 2023-12-31 | $3.5M | 7.4k | 477.61 |
| 2023-09-30 | $640k | 1.5k | 429.39 |
| 2023-06-30 | $675k | 1.5k | 445.67 |
| 2023-03-31 | $528k | 1.3k | 411.03 |
| 2022-12-31 | $327k | 852 | 384.07 |
| 2022-09-30 | $253k | 704 | 359.38 |
| 2022-06-30 | $226k | 595 | 379.83 |
| 2022-03-31 | $275k | 606 | 453.80 |
| 2021-12-31 | $297k | 622 | 477.49 |