iShares S&P 500 Index shares owned by Narus Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Narus Financial Partners
from 13F filings
Historical chart of Narus Financial Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Narus Financial Partners 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 Narus Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.9M | 3.1k | 620.84 |
| 2025-03-31 | $1.8M | 3.1k | 561.85 |
| 2024-12-31 | $1.8M | 3.1k | 588.63 |
| 2024-09-30 | $1.9M | 3.2k | 576.77 |
| 2024-06-30 | $1.7M | 3.2k | 547.18 |
| 2024-03-31 | $1.8M | 3.4k | 525.69 |
| 2023-12-31 | $1.5M | 3.1k | 477.59 |
| 2023-09-30 | $1.6M | 3.7k | 429.40 |
| 2023-06-30 | $1.6M | 3.7k | 445.68 |
| 2023-03-31 | $1.5M | 3.7k | 411.05 |
| 2022-12-31 | $1.4M | 3.6k | 384.18 |
| 2022-09-30 | $1.5M | 4.2k | 358.66 |
| 2022-06-30 | $1.6M | 4.2k | 379.16 |
| 2022-03-31 | $2.0M | 4.3k | 453.70 |
| 2021-03-31 | $884k | 2.2k | 397.77 |
| 2019-12-31 | $960k | 3.0k | 323.23 |
| 2019-09-30 | $996k | 3.3k | 298.51 |
| 2017-09-30 | $1.8M | 7.1k | 252.90 |
| 2017-06-30 | $1.7M | 7.1k | 243.45 |
| 2017-03-31 | $1.8M | 7.4k | 237.24 |
| 2016-12-31 | $1.7M | 7.6k | 224.93 |