iShares S&P 500 Index shares owned by FSM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FSM Wealth Advisors
from 13F filings
Historical chart of FSM Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by FSM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 5.3k | 669.34 |
| 2025-06-30 | $3.2M | 5.1k | 623.79 |
| 2025-03-31 | $2.6M | 4.6k | 561.90 |
| 2024-12-31 | $2.8M | 4.6k | 594.66 |
| 2024-09-30 | $2.7M | 4.7k | 576.86 |
| 2024-06-30 | $2.4M | 4.4k | 547.26 |
| 2024-03-31 | $2.3M | 4.4k | 525.69 |
| 2023-12-31 | $2.2M | 4.6k | 477.61 |
| 2023-09-30 | $2.0M | 4.6k | 429.46 |
| 2023-06-30 | $2.1M | 4.7k | 444.97 |
| 2023-03-31 | $2.5M | 6.0k | 411.06 |
| 2022-12-31 | $2.5M | 6.5k | 384.20 |
| 2022-09-30 | $2.3M | 6.4k | 358.67 |
| 2022-06-30 | $2.0M | 4.8k | 415.24 |