iShares S&P 500 Index shares owned by Prosperity Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Prosperity Financial Group
from 13F filings
Historical chart of Prosperity Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Prosperity Financial Group 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 Prosperity Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $931k | 1.4k | 684.79 |
| 2025-09-30 | $913k | 1.4k | 669.56 |
| 2025-06-30 | $865k | 1.4k | 621.07 |
| 2025-03-31 | $663k | 1.2k | 562.02 |
| 2024-12-31 | $710k | 1.2k | 588.73 |
| 2024-09-30 | $686k | 1.2k | 576.79 |
| 2024-06-30 | $587k | 1.1k | 547.12 |
| 2024-03-31 | $563k | 1.1k | 525.57 |
| 2023-09-30 | $364k | 846 | 429.63 |
| 2023-06-30 | $552k | 1.2k | 445.85 |
| 2023-03-31 | $443k | 1.1k | 411.23 |
More positions owned by Prosperity Financial Group
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