iShares S&P 500 Index shares owned by My Personal CFO
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by My Personal CFO
from 13F filings
Historical chart of My Personal CFO investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by My Personal CFO 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 My Personal CFO
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 3.1k | 684.90 |
| 2025-09-30 | $14M | 20k | 669.32 |
| 2025-06-30 | $2.0M | 3.3k | 620.94 |
| 2025-03-31 | $1.8M | 3.3k | 561.85 |
| 2024-12-31 | $1.9M | 3.3k | 588.73 |
| 2024-09-30 | $1.9M | 3.4k | 576.80 |
| 2024-06-30 | $1.7M | 3.2k | 547.25 |
| 2024-03-31 | $1.6M | 3.1k | 525.76 |
| 2023-12-31 | $1.5M | 3.1k | 477.63 |
| 2023-09-30 | $1.3M | 3.1k | 429.36 |
| 2023-06-30 | $1.4M | 3.1k | 445.64 |
| 2023-03-31 | $1.3M | 3.1k | 411.02 |
| 2022-12-31 | $1.2M | 1.0k | 1176.39 |
| 2022-09-30 | $368k | 1.0k | 359.02 |
| 2022-06-30 | $940k | 2.5k | 379.19 |
| 2022-03-31 | $1.1M | 2.4k | 453.50 |
| 2021-12-31 | $1.0M | 2.1k | 477.19 |