iShares S&P 500 Index shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $786k | 1.2k | 669.24 |
| 2025-06-30 | $429k | 691 | 620.66 |
| 2023-06-30 | $305k | 684 | 445.56 |
| 2023-03-31 | $278k | 676 | 410.78 |
| 2022-12-31 | $521k | 1.4k | 384.26 |
| 2022-09-30 | $287k | 799 | 359.20 |
| 2022-06-30 | $298k | 786 | 379.13 |
| 2022-03-31 | $357k | 786 | 454.20 |
| 2021-12-31 | $979k | 2.1k | 477.10 |
| 2021-09-30 | $884k | 2.1k | 430.80 |
| 2021-06-30 | $882k | 2.1k | 429.82 |
| 2021-03-31 | $864k | 2.2k | 397.79 |
| 2020-12-31 | $1.1M | 2.9k | 375.26 |
| 2020-09-30 | $974k | 2.9k | 335.52 |
| 2020-06-30 | $1.0M | 3.3k | 309.65 |
| 2020-03-31 | $1.7M | 6.7k | 258.36 |
| 2019-03-31 | $317k | 1.1k | 284.56 |
| 2018-03-31 | $15k | 55 | 272.73 |
More positions owned by Holistic Financial Partners
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