iShares S&P 500 Index shares owned by KFA Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by KFA Private Wealth Group
from 13F filings
Historical chart of KFA Private Wealth Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by KFA Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 97k | 669.30 |
| 2025-06-30 | $60M | 97k | 620.90 |
| 2025-03-31 | $55M | 98k | 561.90 |
| 2024-12-31 | $46M | 77k | 588.68 |
| 2024-09-30 | $39M | 67k | 576.82 |
| 2024-06-30 | $36M | 65k | 547.23 |
| 2024-03-31 | $65M | 124k | 525.73 |
| 2023-12-31 | $56M | 118k | 477.63 |
| 2023-09-30 | $47M | 109k | 429.43 |
| 2023-06-30 | $48M | 109k | 445.71 |
| 2023-03-31 | $44M | 108k | 411.08 |
| 2022-12-31 | $40M | 103k | 384.21 |
| 2022-09-30 | $40M | 111k | 358.65 |
| 2022-06-30 | $42M | 110k | 379.15 |
| 2022-03-31 | $48M | 106k | 453.69 |
| 2021-12-31 | $50M | 104k | 476.99 |
| 2021-09-30 | $43M | 100k | 430.82 |
| 2021-06-30 | $43M | 100k | 429.91 |
| 2021-03-31 | $39M | 98k | 397.82 |
| 2020-12-31 | $36M | 95k | 375.39 |
| 2020-09-30 | $31M | 92k | 336.06 |
| 2020-06-30 | $26M | 85k | 309.69 |
| 2020-03-31 | $22M | 85k | 258.40 |
| 2019-12-31 | $27M | 83k | 323.24 |