iShares S&P 500 Index shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $125M | 228k | 547.23 |
| 2024-03-31 | $120M | 229k | 525.73 |
| 2023-12-31 | $109M | 228k | 477.63 |
| 2023-09-30 | $97M | 225k | 429.43 |
| 2023-06-30 | $98M | 221k | 445.71 |
| 2023-03-31 | $90M | 219k | 411.08 |
| 2022-12-31 | $82M | 215k | 384.21 |
| 2022-09-30 | $75M | 208k | 358.65 |
| 2022-06-30 | $81M | 213k | 379.15 |
| 2022-03-31 | $97M | 215k | 453.81 |
| 2021-12-31 | $98M | 205k | 476.99 |
| 2021-09-30 | $88M | 203k | 430.82 |
| 2021-06-30 | $83M | 194k | 429.92 |
| 2021-03-31 | $74M | 187k | 397.82 |
| 2020-12-31 | $68M | 182k | 375.39 |
| 2020-09-30 | $62M | 183k | 336.06 |
| 2020-06-30 | $57M | 185k | 309.69 |
| 2020-03-31 | $46M | 186k | 246.80 |
| 2019-12-31 | $61M | 189k | 323.24 |
| 2019-09-30 | $55M | 185k | 298.52 |
| 2019-06-30 | $54M | 180k | 297.29 |
| 2019-03-31 | $50M | 174k | 287.85 |
| 2018-12-31 | $42M | 166k | 251.61 |
| 2018-09-30 | $47M | 159k | 293.87 |
| 2018-06-30 | $43M | 158k | 273.81 |
| 2018-03-31 | $41M | 157k | 261.60 |
| 2017-12-31 | $43M | 156k | 275.31 |
| 2017-09-30 | $40M | 157k | 252.93 |
| 2017-06-30 | $39M | 155k | 249.06 |
| 2017-03-31 | $36M | 152k | 234.05 |
| 2016-12-31 | $35M | 153k | 228.41 |
| 2016-09-30 | $32M | 150k | 214.29 |
| 2016-06-30 | $33M | 151k | 217.39 |
| 2016-03-31 | $32M | 152k | 207.95 |
| 2015-12-31 | $28M | 149k | 189.79 |
| 2015-09-30 | $29M | 147k | 198.87 |
| 2015-06-30 | $31M | 147k | 213.86 |
| 2015-03-31 | $31M | 145k | 211.26 |
| 2014-12-31 | $30M | 145k | 203.72 |
| 2014-09-30 | $28M | 143k | 191.80 |
| 2014-06-30 | $29M | 145k | 197.58 |
| 2014-03-31 | $27M | 145k | 187.54 |
| 2013-12-31 | $27M | 144k | 183.93 |
| 2013-09-30 | $24M | 144k | 169.79 |
| 2013-06-30 | $24M | 144k | 168.79 |
| 2012-09-30 | $21M | 144k | 144.92 |
| 2012-06-30 | $20M | 144k | 137.01 |
| 2012-03-31 | $20M | 144k | 140.71 |
| 2011-09-30 | $17M | 147k | 113.69 |
| 2011-06-30 | $19M | 143k | 133.21 |
| 2011-03-31 | $19M | 140k | 133.01 |
More positions owned by Phillips Financial Management
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