iShares S&P 500 Index shares owned by Monumental Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Monumental Financial Group
from 13F filings
Historical chart of Monumental Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Monumental Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32M | 56k | 576.82 |
| 2024-06-30 | $28M | 51k | 547.23 |
| 2024-03-31 | $24M | 45k | 525.73 |
| 2023-12-31 | $19M | 40k | 477.63 |
| 2023-09-30 | $16M | 37k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.71 |
| 2023-03-31 | $14M | 34k | 411.08 |
| 2022-12-31 | $13M | 34k | 384.20 |
| 2022-09-30 | $18M | 50k | 358.66 |
| 2022-06-30 | $16M | 42k | 379.14 |
| 2022-03-31 | $22M | 49k | 453.69 |
| 2021-12-31 | $23M | 47k | 477.00 |
| 2021-09-30 | $20M | 46k | 430.81 |
| 2021-06-30 | $18M | 42k | 429.91 |
| 2021-03-31 | $703k | 1.8k | 397.62 |
More positions owned by Monumental Financial Group
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