iShares S&P 500 Index shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kaizen Financial Strategies 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 Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 561 | 673.41 |
| 2025-06-30 | $480k | 773 | 621.26 |
| 2025-03-31 | $434k | 773 | 561.88 |
| 2024-12-31 | $455k | 773 | 588.30 |
| 2024-09-30 | $586k | 1.0k | 576.79 |
| 2024-06-30 | $553k | 1.0k | 545.01 |
| 2024-03-31 | $413k | 786 | 525.67 |
| 2023-12-31 | $476k | 997 | 477.84 |
| 2023-09-30 | $454k | 1.1k | 429.43 |
| 2023-06-30 | $476k | 1.1k | 448.28 |
| 2023-03-31 | $400k | 973 | 411.08 |
| 2022-12-31 | $392k | 980 | 400.37 |
| 2022-09-30 | $687k | 1.9k | 358.56 |
| 2022-06-30 | $271k | 716 | 378.49 |
| 2022-03-31 | $302k | 666 | 453.45 |
| 2021-12-31 | $318k | 666 | 477.48 |
| 2021-09-30 | $287k | 666 | 430.93 |
| 2021-03-31 | $265k | 666 | 397.90 |
| 2020-12-31 | $359k | 957 | 375.13 |
More positions owned by Kaizen Financial Strategies
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