iShares S&P 500 Index shares owned by Magnus Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Magnus Financial Group
from 13F filings
Historical chart of Magnus Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Magnus Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 9.4k | 669.31 |
| 2025-06-30 | $5.8M | 9.4k | 620.88 |
| 2025-03-31 | $4.8M | 8.5k | 561.89 |
| 2024-12-31 | $5.1M | 8.6k | 588.70 |
| 2024-09-30 | $4.5M | 7.8k | 576.80 |
| 2024-06-30 | $4.4M | 8.0k | 547.20 |
| 2024-03-31 | $3.8M | 7.2k | 525.71 |
| 2023-09-30 | $2.6M | 6.2k | 429.42 |
| 2023-06-30 | $2.7M | 6.1k | 445.73 |
| 2023-03-31 | $2.0M | 5.0k | 411.10 |
| 2022-12-31 | $1.8M | 4.7k | 384.17 |
| 2022-09-30 | $1.7M | 4.7k | 358.64 |
| 2022-06-30 | $1.9M | 5.0k | 379.16 |
| 2022-03-31 | $2.1M | 4.5k | 453.76 |
| 2021-12-31 | $2.2M | 4.6k | 477.10 |
| 2021-09-30 | $1.8M | 4.2k | 430.73 |
| 2021-06-30 | $1.8M | 4.2k | 429.90 |
| 2021-03-31 | $1.6M | 4.0k | 397.75 |
| 2020-12-31 | $110M | 294k | 375.39 |
| 2020-09-30 | $99M | 296k | 336.06 |
| 2020-06-30 | $93M | 300k | 309.69 |
| 2020-03-31 | $77M | 299k | 258.40 |
| 2019-12-31 | $81M | 250k | 323.24 |
| 2019-09-30 | $40M | 135k | 298.52 |
| 2019-06-30 | $40M | 135k | 294.75 |
| 2019-03-31 | $38M | 135k | 284.56 |
| 2018-12-31 | $11M | 45k | 251.60 |