iShares S&P 500 Index shares owned by M3 Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by M3 Advisory Group
from 13F filings
Historical chart of M3 Advisory Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by M3 Advisory Group 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 M3 Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 8.2k | 669.30 |
| 2025-06-30 | $5.1M | 8.2k | 620.87 |
| 2025-03-31 | $4.6M | 8.1k | 561.92 |
| 2024-12-31 | $4.8M | 8.1k | 588.69 |
| 2024-09-30 | $4.5M | 7.8k | 576.79 |
| 2024-06-30 | $4.0M | 7.3k | 547.24 |
| 2024-03-31 | $3.7M | 7.0k | 525.71 |
| 2023-12-31 | $2.9M | 6.0k | 477.61 |