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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Future Financial Wealth Managment 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 Future Financial Wealth Managment

Quarter filed Position value Share count Share price at filing
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