iShares S&P 500 Index shares owned by Strategic Family Wealth Counselors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Family Wealth Counselors
from 13F filings
Historical chart of Strategic Family Wealth Counselors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Family Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 1.3k | 669.37 |
| 2025-06-30 | $787k | 1.3k | 620.90 |
| 2025-03-31 | $426k | 759 | 561.79 |
| 2024-12-31 | $447k | 759 | 588.45 |
| 2024-09-30 | $437k | 758 | 576.64 |
| 2024-06-30 | $378k | 691 | 547.05 |
| 2024-03-31 | $361k | 688 | 525.35 |
| 2023-12-31 | $320k | 669 | 477.74 |
| 2023-09-30 | $286k | 665 | 429.74 |
| 2023-06-30 | $297k | 665 | 446.03 |
| 2023-03-31 | $273k | 664 | 411.20 |
| 2022-12-31 | $255k | 662 | 384.49 |
| 2022-09-30 | $236k | 658 | 358.66 |
| 2022-06-30 | $250k | 658 | 379.94 |
More positions owned by Strategic Family Wealth Counselors
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