iShares S&P 500 Index shares owned by Peterson Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Peterson Financial Group
from 13F filings
Historical chart of Peterson Financial Group investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Peterson Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Peterson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46k | 80 | 578.65 |
| 2024-03-31 | $4.3M | 8.1k | 525.71 |
| 2023-12-31 | $3.9M | 8.1k | 477.61 |
| 2023-09-30 | $3.5M | 8.2k | 429.46 |
| 2023-06-30 | $3.5M | 7.9k | 445.68 |
| 2023-03-31 | $3.2M | 7.9k | 411.06 |
| 2022-12-31 | $3.0M | 7.7k | 384.22 |
| 2022-09-30 | $3.0M | 8.3k | 358.71 |
| 2022-06-30 | $3.0M | 7.8k | 379.19 |
| 2022-03-31 | $3.1M | 6.8k | 453.68 |
| 2021-12-31 | $9.8M | 21k | 476.86 |