iShares S&P 500 Index shares owned by Team Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Team Financial Group
from 13F filings
Historical chart of Team Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Team Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 1.2k | 669.07 |
| 2025-06-30 | $750k | 1.2k | 621.06 |
| 2025-03-31 | $478k | 850 | 561.92 |
| 2024-12-31 | $531k | 903 | 588.35 |
| 2024-09-30 | $514k | 890 | 577.02 |
| 2024-06-30 | $455k | 831 | 547.19 |
| 2024-03-31 | $434k | 825 | 526.04 |
| 2023-12-31 | $424k | 888 | 477.68 |
| 2023-09-30 | $26k | 60 | 428.32 |