iShares S&P 500 Index shares owned by Fullcircle Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fullcircle Wealth
from 13F filings
Historical chart of Fullcircle Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Fullcircle Wealth 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 Fullcircle Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 3.8k | 678.88 |
| 2025-06-30 | $2.2M | 3.4k | 634.23 |
| 2025-03-31 | $3.2M | 5.9k | 553.46 |
| 2024-12-31 | $3.6M | 5.9k | 612.69 |
| 2024-09-30 | $3.6M | 6.1k | 583.66 |
| 2024-06-30 | $3.9M | 7.1k | 544.22 |