iShares S&P 500 Index shares owned by Swp Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Swp Financial
from 13F filings
Historical chart of Swp Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Swp Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 31k | 669.70 |
| 2025-06-30 | $19M | 31k | 620.91 |
| 2025-03-31 | $21M | 38k | 561.90 |
| 2024-12-31 | $23M | 38k | 588.69 |
| 2024-09-30 | $17M | 30k | 576.82 |
| 2024-06-30 | $20M | 37k | 547.24 |
| 2024-03-31 | $19M | 36k | 523.92 |
| 2023-12-31 | $17M | 35k | 477.64 |