iShares S&P 500 Index shares owned by McCarthy Grittinger Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by McCarthy Grittinger Financial Group
from 13F filings
Historical chart of McCarthy Grittinger Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by McCarthy Grittinger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 578 | 669.30 |
| 2025-06-30 | $359k | 578 | 620.90 |
| 2025-03-31 | $325k | 578 | 561.90 |
| 2024-12-31 | $363k | 617 | 588.68 |
| 2024-09-30 | $356k | 617 | 576.82 |
| 2024-06-30 | $338k | 617 | 547.23 |
| 2024-03-31 | $381k | 725 | 525.73 |
| 2023-12-31 | $391k | 818 | 477.63 |
| 2023-09-30 | $351k | 818 | 429.43 |
| 2023-06-30 | $413k | 927 | 445.71 |
| 2023-03-31 | $400k | 974 | 411.08 |
| 2022-12-31 | $374k | 974 | 384.21 |
| 2022-09-30 | $349k | 974 | 358.65 |
| 2022-06-30 | $408k | 1.1k | 379.15 |
| 2022-03-31 | $505k | 1.1k | 453.69 |
| 2021-12-31 | $531k | 1.1k | 476.99 |
| 2021-09-30 | $480k | 1.1k | 430.82 |
| 2021-06-30 | $479k | 1.1k | 429.92 |
| 2021-03-31 | $443k | 1.1k | 397.82 |
| 2020-12-31 | $418k | 1.1k | 375.39 |
| 2020-09-30 | $374k | 1.1k | 336.06 |
| 2020-06-30 | $345k | 1.1k | 309.69 |
| 2020-03-31 | $288k | 1.1k | 258.40 |
| 2019-12-31 | $360k | 1.1k | 323.24 |
| 2019-09-30 | $333k | 1.1k | 298.52 |
| 2019-06-30 | $328k | 1.1k | 294.75 |
| 2019-03-31 | $317k | 1.1k | 284.56 |
| 2018-12-31 | $280k | 1.1k | 251.61 |
More positions owned by McCarthy Grittinger Financial Group
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