iShares S&P 500 Index shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 666.10 |
| 2025-06-30 | $2.5M | 4.1k | 620.16 |
| 2025-03-31 | $7.1M | 13k | 561.88 |
| 2024-12-31 | $6.3M | 11k | 588.67 |
| 2024-09-30 | $2.1M | 3.6k | 576.87 |
| 2024-06-30 | $4.1B | 2.1M | 1915.01 |
| 2024-03-31 | $6.9M | 13k | 525.75 |
| 2023-12-31 | $4.5M | 9.3k | 477.64 |
| 2023-09-30 | $5.1M | 12k | 429.44 |
| 2023-06-30 | $5.1M | 11k | 445.72 |
| 2023-03-31 | $6.2M | 15k | 411.08 |
More positions owned by Strategic Financial Concepts
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