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iShares S&P 500 Index shares owned by Prosperitas Financial

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prosperitas Financial from 13F filings

Historical chart of Prosperitas Financial 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 Prosperitas Financial 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 Prosperitas Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 375 669.90
2025-06-30 $245k 395 620.24
2025-03-31 $244k 435 561.64
2024-12-31 $206k 349 588.72