iShares S&P 500 Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sovereign 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 26k | 669.30 |
| 2025-06-30 | $18M | 29k | 620.91 |
| 2025-03-31 | $16M | 29k | 561.89 |
| 2024-12-31 | $18M | 31k | 588.68 |
| 2024-09-30 | $18M | 31k | 576.82 |
| 2024-06-30 | $18M | 32k | 547.23 |
| 2024-03-31 | $17M | 31k | 525.73 |
| 2023-12-31 | $16M | 34k | 477.63 |
| 2023-09-30 | $14M | 31k | 429.43 |
| 2023-06-30 | $13M | 28k | 445.71 |
| 2023-03-31 | $11M | 27k | 411.08 |
| 2022-12-31 | $10M | 27k | 384.21 |
| 2022-09-30 | $8.3M | 23k | 358.66 |
| 2022-06-30 | $8.4M | 22k | 379.13 |
| 2022-03-31 | $9.0M | 20k | 453.68 |
| 2021-12-31 | $15M | 31k | 476.97 |
| 2021-09-30 | $12M | 28k | 430.82 |
| 2021-06-30 | $12M | 31k | 397.82 |
| 2021-03-31 | $12M | 31k | 397.82 |
| 2020-12-31 | $12M | 31k | 375.40 |