iShares S&P 500 Index shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kmg Fiduciary Partners 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 Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 103k | 669.30 |
| 2025-06-30 | $61M | 98k | 620.90 |
| 2025-03-31 | $55M | 98k | 561.89 |
| 2024-12-31 | $61M | 104k | 588.68 |
| 2024-09-30 | $62M | 107k | 576.82 |
| 2024-06-30 | $65M | 118k | 547.23 |
| 2024-03-31 | $63M | 120k | 525.73 |
| 2023-12-31 | $57M | 119k | 477.63 |
| 2023-09-30 | $51M | 119k | 429.43 |
| 2023-06-30 | $53M | 119k | 445.71 |
| 2023-03-31 | $48M | 117k | 411.08 |
| 2022-12-31 | $39M | 101k | 384.21 |
| 2022-09-30 | $33M | 93k | 358.65 |
| 2022-06-30 | $41M | 108k | 379.15 |
| 2022-03-31 | $50M | 111k | 453.69 |
| 2021-12-31 | $58M | 121k | 476.99 |
| 2021-09-30 | $56M | 129k | 430.82 |
| 2021-06-30 | $59M | 137k | 429.92 |
| 2021-03-31 | $54M | 137k | 397.82 |
| 2020-12-31 | $51M | 135k | 372.67 |
| 2020-09-30 | $44M | 132k | 336.06 |
| 2020-06-30 | $39M | 127k | 309.69 |
| 2020-03-31 | $25M | 97k | 258.40 |
| 2019-12-31 | $33M | 102k | 323.24 |
| 2019-09-30 | $30M | 102k | 298.53 |
| 2019-06-30 | $29M | 100k | 294.75 |
| 2019-03-31 | $28M | 97k | 284.56 |
| 2018-12-31 | $23M | 93k | 251.61 |