iShares S&P 500 Index shares owned by IMZ Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IMZ Advisory
from 13F filings
Historical chart of IMZ Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by IMZ Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $500k | 730 | 684.87 |
| 2025-09-30 | $477k | 713 | 669.64 |
| 2025-06-30 | $346k | 548 | 630.95 |
| 2025-03-31 | $305k | 544 | 561.44 |
| 2024-12-31 | $317k | 538 | 588.55 |
| 2024-09-30 | $309k | 536 | 575.63 |
| 2024-06-30 | $326k | 596 | 547.10 |
| 2024-03-31 | $298k | 567 | 525.86 |