iShares S&P 500 Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by GoalVest Advisory 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 GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 403 | 669.30 |
| 2025-06-30 | $219k | 352 | 620.90 |
| 2025-03-31 | $431k | 767 | 561.90 |
| 2024-12-31 | $450k | 765 | 588.68 |
| 2024-09-30 | $345k | 598 | 576.82 |
| 2024-06-30 | $327k | 598 | 547.23 |
| 2024-03-31 | $318k | 605 | 525.73 |
| 2023-12-31 | $319k | 668 | 477.63 |
| 2023-09-30 | $570k | 1.3k | 429.43 |
| 2023-06-30 | $375k | 908 | 412.54 |
| 2023-03-31 | $373k | 908 | 411.08 |
| 2022-12-31 | $216k | 563 | 384.21 |
| 2022-09-30 | $202k | 563 | 358.79 |
| 2022-06-30 | $1.2M | 3.2k | 383.93 |
| 2022-03-31 | $1.7M | 3.8k | 453.80 |
| 2021-06-30 | $567k | 1.3k | 430.20 |
| 2021-03-31 | $472k | 1.2k | 397.64 |
| 2020-12-31 | $779k | 2.1k | 375.60 |