iShares S&P 500 Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 61k | 669.30 |
| 2025-06-30 | $37M | 60k | 620.90 |
| 2025-03-31 | $35M | 63k | 561.90 |
| 2024-12-31 | $37M | 63k | 588.68 |
| 2024-09-30 | $36M | 63k | 576.82 |
| 2024-06-30 | $34M | 61k | 547.23 |
| 2024-03-31 | $30M | 57k | 525.73 |
| 2023-12-31 | $22M | 47k | 477.63 |
| 2023-09-30 | $18M | 41k | 429.43 |
| 2023-06-30 | $18M | 41k | 445.71 |
| 2023-03-31 | $17M | 40k | 411.08 |
| 2022-12-31 | $15M | 39k | 384.21 |
| 2022-09-30 | $14M | 40k | 358.65 |
| 2022-06-30 | $14M | 38k | 379.16 |
| 2022-03-31 | $16M | 35k | 453.67 |
| 2021-12-31 | $16M | 34k | 477.00 |