iShares S&P 500 Index shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $513k | 976 | 525.73 |
| 2023-12-31 | $501k | 1.1k | 477.49 |
| 2023-09-30 | $457k | 1.1k | 431.53 |
| 2023-06-30 | $434k | 973 | 445.69 |
| 2023-03-31 | $417k | 1.0k | 411.11 |
| 2022-12-31 | $288k | 750 | 384.21 |