iShares S&P 500 Index shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 3.1k | 576.88 |
| 2024-06-30 | $1.7M | 3.1k | 547.29 |
| 2024-03-31 | $1.6M | 3.0k | 525.72 |
| 2023-12-31 | $1.4M | 3.0k | 477.63 |
| 2023-09-30 | $1.3M | 3.0k | 429.39 |
| 2023-06-30 | $1.3M | 3.0k | 445.67 |
| 2023-03-31 | $1.2M | 3.0k | 411.09 |
| 2022-12-31 | $1.1M | 3.0k | 384.16 |
| 2022-09-30 | $1.1M | 3.0k | 358.72 |
| 2022-06-30 | $1.1M | 3.0k | 379.30 |