iShares S&P 500 Index shares owned by SS&H Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SS&H Financial Advisors
from 13F filings
Historical chart of SS&H Financial Advisors 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 SS&H Financial Advisors 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 SS&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 499 | 669.30 |
| 2025-06-30 | $306k | 492 | 620.90 |
| 2025-03-31 | $379k | 675 | 561.48 |
| 2024-12-31 | $506k | 858 | 589.74 |
| 2024-09-30 | $495k | 858 | 576.92 |
| 2024-06-30 | $400k | 732 | 546.45 |
| 2024-03-31 | $384k | 732 | 524.59 |
| 2023-09-30 | $314k | 732 | 428.96 |
| 2023-03-31 | $301k | 732 | 411.08 |