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iShares S&P 500 Index shares owned by Fwl Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Fwl Investment Management from 13F filings

Historical chart of Fwl Investment Management 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 Fwl Investment Management 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 Fwl Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 1.5k 669.38
2025-06-30 $1.2M 2.0k 620.95
2025-03-31 $1.3M 2.3k 561.94
2024-12-31 $1.6M 2.8k 588.72
2024-09-30 $1.8M 3.1k 576.85
2024-06-30 $327k 598 547.23
2022-09-30 $19k 54 351.85