iShares S&P 500 Index shares owned by Security Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Security Financial Services
from 13F filings
Historical chart of Security Financial Services 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 Security Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Security Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 626 | 669.30 |
| 2025-06-30 | $391k | 629 | 620.90 |
| 2025-03-31 | $528k | 940 | 561.90 |
| 2024-12-31 | $479k | 814 | 588.68 |
| 2024-09-30 | $491k | 851 | 576.82 |
| 2024-06-30 | $502k | 918 | 547.23 |
| 2024-03-31 | $1.3M | 2.5k | 525.78 |
| 2023-12-31 | $772k | 1.6k | 477.54 |
| 2023-09-30 | $701k | 1.6k | 429.30 |
| 2023-06-30 | $766k | 1.7k | 445.59 |
| 2023-03-31 | $470k | 1.1k | 411.08 |
| 2022-12-31 | $551k | 1.4k | 384.21 |
| 2022-09-30 | $606k | 1.7k | 358.58 |
| 2022-06-30 | $840k | 2.2k | 379.23 |
| 2022-03-31 | $925k | 2.0k | 453.88 |
| 2021-12-31 | $1.4M | 2.9k | 477.05 |
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