iShares S&P 500 Index shares owned by PFS Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PFS Partners
from 13F filings
Historical chart of PFS Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by PFS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 11k | 669.27 |
| 2025-06-30 | $6.9M | 11k | 620.88 |
| 2025-03-31 | $6.1M | 11k | 561.92 |
| 2024-12-31 | $6.0M | 10k | 588.67 |
| 2024-09-30 | $5.8M | 10k | 576.80 |
| 2024-06-30 | $5.6M | 10k | 547.24 |
| 2024-03-31 | $5.5M | 10k | 525.75 |
| 2023-12-31 | $5.2M | 11k | 477.63 |
| 2023-09-30 | $4.7M | 11k | 429.50 |
| 2023-06-30 | $5.0M | 11k | 446.00 |
| 2023-03-31 | $4.7M | 12k | 411.07 |
| 2022-12-31 | $4.4M | 11k | 384.22 |
| 2022-09-30 | $4.6M | 13k | 358.65 |
| 2022-06-30 | $5.5M | 15k | 379.16 |
| 2022-03-31 | $6.7M | 15k | 453.70 |
| 2021-12-31 | $12M | 25k | 476.99 |