iShares S&P 500 Index shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Future Financial Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $741k | 1.1k | 669.30 |
| 2025-06-30 | $687k | 1.1k | 620.90 |
| 2025-03-31 | $619k | 1.1k | 561.90 |
| 2024-12-31 | $649k | 1.1k | 588.68 |
| 2024-09-30 | $636k | 1.1k | 576.82 |
| 2024-06-30 | $603k | 1.1k | 547.23 |
| 2024-03-31 | $579k | 1.1k | 525.73 |
| 2023-12-31 | $526k | 1.1k | 477.63 |
| 2023-09-30 | $473k | 1.1k | 429.43 |
| 2023-06-30 | $491k | 1.1k | 445.71 |
| 2023-03-31 | $421k | 1.0k | 412.54 |
| 2022-12-31 | $392k | 1.0k | 384.21 |
| 2022-09-30 | $387k | 1.0k | 379.04 |
| 2022-06-30 | $463k | 1.0k | 453.48 |
| 2022-03-31 | $463k | 1.0k | 453.48 |
| 2021-12-31 | $490k | 1.0k | 479.92 |
| 2021-09-30 | $439k | 1.0k | 429.97 |
| 2021-06-30 | $439k | 1.0k | 429.97 |
| 2021-03-31 | $406k | 1.0k | 397.65 |
| 2020-12-31 | $383k | 1.0k | 375.12 |
More positions owned by Future Financial Wealth Managment
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