iShares S&P 500 Index shares owned by Successful Portfolios
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 12k | 669.29 |
| 2025-06-30 | $6.9M | 11k | 620.92 |
| 2025-03-31 | $5.7M | 10k | 561.92 |
| 2024-12-31 | $5.8M | 9.9k | 588.65 |
| 2024-09-30 | $5.4M | 9.3k | 576.80 |
| 2024-06-30 | $5.0M | 9.1k | 547.21 |
| 2024-03-31 | $4.4M | 8.4k | 525.72 |
| 2023-12-31 | $3.7M | 7.8k | 477.64 |
| 2023-09-30 | $3.3M | 7.7k | 429.48 |
| 2023-06-30 | $2.5M | 5.7k | 445.71 |
| 2023-03-31 | $3.3M | 8.0k | 411.08 |
| 2022-12-31 | $3.3M | 8.5k | 384.15 |
| 2022-09-30 | $2.5M | 7.0k | 358.59 |
| 2022-06-30 | $2.4M | 6.3k | 379.22 |
| 2022-03-31 | $2.8M | 6.2k | 453.67 |
| 2021-12-31 | $2.9M | 6.1k | 477.03 |
| 2021-09-30 | $2.4M | 5.6k | 430.78 |
| 2021-06-30 | $2.4M | 5.5k | 430.01 |
| 2021-03-31 | $2.9M | 7.4k | 397.79 |
| 2020-12-31 | $3.4M | 9.1k | 375.40 |
| 2020-09-30 | $3.0M | 8.8k | 336.10 |
| 2020-06-30 | $2.9M | 9.3k | 309.74 |
| 2020-03-31 | $2.2M | 8.7k | 258.43 |
| 2019-12-31 | $1.8M | 5.5k | 323.15 |
| 2019-09-30 | $1.2M | 4.2k | 298.49 |
| 2019-06-30 | $803k | 2.7k | 294.57 |
| 2019-03-31 | $850k | 3.0k | 284.66 |
| 2018-12-31 | $744k | 3.0k | 251.52 |
| 2018-09-30 | $755k | 2.6k | 292.86 |
| 2018-06-30 | $621k | 2.3k | 272.85 |
| 2018-03-31 | $532k | 2.0k | 265.20 |
| 2017-12-31 | $351k | 1.3k | 268.76 |
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