Phillips Financial Management »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

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