iShares S&P 500 Index shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $48M | 73k | 653.20 |
| 2025-09-30 | $61M | 92k | 669.30 |
| 2025-06-30 | $53M | 86k | 620.90 |
| 2025-03-31 | $45M | 79k | 561.90 |
| 2024-12-31 | $43M | 74k | 588.68 |
| 2024-09-30 | $38M | 66k | 576.83 |
| 2024-06-30 | $33M | 60k | 547.24 |
| 2024-03-31 | $27M | 52k | 525.73 |
| 2023-12-31 | $21M | 44k | 477.64 |
| 2023-09-30 | $15M | 35k | 429.42 |
| 2023-06-30 | $13M | 28k | 445.71 |
| 2023-03-31 | $8.8M | 22k | 411.09 |
| 2022-12-31 | $7.3M | 19k | 384.22 |
| 2022-09-30 | $7.6M | 21k | 358.66 |
| 2022-06-30 | $7.6M | 20k | 379.15 |
| 2022-03-31 | $10M | 23k | 453.69 |
| 2021-12-31 | $10M | 21k | 476.99 |
| 2021-09-30 | $7.9M | 18k | 430.82 |
| 2021-06-30 | $6.6M | 15k | 429.91 |
| 2021-03-31 | $4.2M | 11k | 397.81 |
| 2020-12-31 | $3.9M | 10k | 375.38 |
| 2020-09-30 | $5.0M | 15k | 336.04 |
| 2020-06-30 | $4.3M | 14k | 309.69 |
| 2020-03-31 | $4.4M | 17k | 258.41 |
More positions owned by Independent Financial Group
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