iShares S&P 500 Index shares owned by Monte Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $603k | 901 | 669.30 |
| 2025-06-30 | $570k | 918 | 620.90 |
| 2025-03-31 | $458k | 867 | 528.67 |
| 2024-12-31 | $577k | 980 | 588.68 |
| 2024-09-30 | $592k | 1.0k | 576.82 |
| 2024-06-30 | $571k | 1.0k | 547.23 |
| 2024-03-31 | $549k | 1.0k | 525.73 |
| 2023-12-31 | $426k | 891 | 477.63 |
| 2023-09-30 | $311k | 724 | 429.43 |
| 2023-06-30 | $349k | 784 | 445.71 |
| 2023-03-31 | $535k | 1.3k | 411.08 |
| 2022-12-31 | $488k | 1.3k | 384.21 |
| 2022-09-30 | $568k | 1.6k | 358.59 |
| 2022-06-30 | $610k | 1.6k | 379.12 |
| 2022-03-31 | $732k | 1.6k | 453.81 |
| 2021-12-31 | $743k | 1.6k | 476.89 |
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