iShares S&P 500 Index shares owned by Larson Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 12k | 669.28 |
| 2025-06-30 | $7.2M | 12k | 620.87 |
| 2025-03-31 | $6.2M | 11k | 561.92 |
| 2024-12-31 | $5.4M | 9.1k | 588.67 |
| 2024-09-30 | $5.5M | 9.5k | 576.81 |
| 2024-06-30 | $5.1M | 9.3k | 547.23 |
| 2024-03-31 | $4.1M | 7.7k | 525.72 |
| 2023-12-31 | $1.6M | 3.4k | 477.62 |
| 2023-09-30 | $1.7M | 3.8k | 429.44 |
| 2023-06-30 | $1.5M | 3.4k | 445.73 |
| 2023-03-31 | $1.5M | 3.7k | 411.13 |
| 2022-12-31 | $1.4M | 3.5k | 384.25 |
| 2022-09-30 | $1.3M | 3.6k | 358.67 |
| 2022-06-30 | $1.4M | 3.7k | 379.10 |
| 2022-03-31 | $1.9M | 4.1k | 453.60 |
| 2021-12-31 | $1.9M | 4.0k | 476.84 |
| 2021-09-30 | $1.7M | 4.0k | 430.77 |
| 2021-06-30 | $1.7M | 4.0k | 429.82 |
| 2021-03-31 | $1.5M | 4.1k | 375.43 |
| 2020-12-31 | $1.5M | 4.1k | 375.43 |
| 2020-09-30 | $1.4M | 4.2k | 335.96 |
| 2020-06-30 | $1.2M | 4.0k | 309.62 |
| 2020-03-31 | $1.2M | 4.6k | 258.45 |
| 2019-12-31 | $1.3M | 4.0k | 323.15 |
| 2019-09-30 | $1.2M | 4.1k | 298.42 |
| 2019-06-30 | $1.2M | 4.2k | 294.62 |
| 2019-03-31 | $1.2M | 4.7k | 251.70 |
| 2018-12-31 | $1.2M | 4.7k | 251.70 |
| 2018-09-30 | $1.4M | 4.7k | 292.63 |
| 2018-06-30 | $1.3M | 4.9k | 272.97 |
| 2018-03-31 | $1.4M | 5.4k | 265.43 |
| 2017-12-31 | $7.1M | 27k | 268.86 |