iShares S&P 500 Index shares owned by SFG Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SFG Wealth 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 SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 593 | 669.31 |
| 2025-06-30 | $368k | 593 | 620.67 |
| 2025-03-31 | $306k | 545 | 561.42 |
| 2024-12-31 | $335k | 568 | 588.98 |
| 2024-09-30 | $346k | 600 | 576.81 |
| 2024-06-30 | $429k | 785 | 546.99 |
| 2024-03-31 | $382k | 727 | 526.03 |
| 2023-12-31 | $276k | 578 | 477.77 |
| 2023-09-30 | $341k | 795 | 429.42 |
| 2023-06-30 | $349k | 783 | 445.70 |
| 2023-03-31 | $354k | 861 | 411.10 |
| 2022-12-31 | $330k | 860 | 384.12 |
| 2022-09-30 | $305k | 850 | 358.82 |
| 2022-06-30 | $325k | 858 | 378.79 |
| 2022-03-31 | $389k | 857 | 453.91 |
| 2021-12-31 | $428k | 897 | 477.15 |