iShares S&P 500 Index shares owned by Taylor Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Taylor Financial Group
from 13F filings
Historical chart of Taylor Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Taylor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $529k | 790 | 669.30 |
| 2025-06-30 | $495k | 797 | 620.90 |
| 2025-03-31 | $461k | 820 | 561.90 |
| 2024-12-31 | $483k | 820 | 588.68 |
| 2024-09-30 | $473k | 820 | 576.82 |
| 2024-06-30 | $457k | 835 | 547.23 |
| 2024-03-31 | $451k | 858 | 525.73 |
| 2023-12-31 | $410k | 858 | 477.63 |
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