iShares S&P 500 Index shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.4k | 669.29 |
| 2025-06-30 | $5.8M | 9.3k | 620.89 |
| 2025-03-31 | $5.3M | 9.5k | 561.89 |
| 2024-12-31 | $5.6M | 9.6k | 588.67 |
| 2024-09-30 | $5.6M | 9.7k | 576.81 |
| 2024-06-30 | $5.3M | 9.7k | 547.22 |
| 2024-03-31 | $5.0M | 9.4k | 525.72 |
| 2023-12-31 | $4.7M | 9.9k | 477.63 |
| 2023-09-30 | $4.4M | 10k | 429.42 |
| 2023-06-30 | $4.9M | 11k | 445.72 |
| 2023-03-31 | $4.6M | 11k | 411.07 |
| 2022-12-31 | $4.3M | 11k | 384.22 |
| 2022-09-30 | $4.1M | 12k | 358.65 |
| 2022-06-30 | $4.3M | 11k | 379.14 |
| 2022-03-31 | $4.6M | 10k | 453.72 |
| 2021-12-31 | $4.8M | 10k | 477.00 |
More positions owned by Morling Financial Advisors
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