iShares S&P 500 Index shares owned by Phoenix Holdings
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 349 | 669.30 |
| 2025-06-30 | $217k | 349 | 620.90 |
| 2021-09-30 | $7.9M | 18k | 430.84 |
| 2021-06-30 | $8.0M | 19k | 429.91 |
| 2021-03-31 | $7.4M | 19k | 397.80 |
| 2020-12-31 | $11M | 29k | 374.81 |
| 2020-09-30 | $13M | 40k | 316.82 |
| 2020-06-30 | $27M | 93k | 294.08 |
| 2020-03-31 | $28M | 109k | 252.38 |
| 2019-12-31 | $3.8M | 12k | 321.01 |
| 2019-09-30 | $3.1M | 11k | 286.21 |