iShares S&P 500 Index shares owned by Goldstone Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Goldstone Financial Group
from 13F filings
Historical chart of Goldstone Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Goldstone Financial Group 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 Goldstone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 33k | 669.29 |
| 2025-06-30 | $19M | 31k | 628.17 |
| 2025-03-31 | $17M | 31k | 561.90 |
| 2024-12-31 | $18M | 30k | 588.67 |
| 2024-09-30 | $14M | 24k | 576.81 |
| 2024-06-30 | $11M | 21k | 547.23 |
| 2024-03-31 | $9.2M | 18k | 525.73 |
| 2023-12-31 | $6.9M | 14k | 477.62 |
| 2023-09-30 | $5.2M | 12k | 429.44 |
| 2023-06-30 | $4.9M | 11k | 445.72 |
| 2023-03-31 | $3.4M | 8.4k | 411.09 |