iShares S&P 500 Index shares owned by Theory Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 674.59 |
| 2025-06-30 | $2.0M | 3.1k | 634.90 |
| 2025-03-31 | $1.7M | 3.0k | 561.90 |
| 2024-12-31 | $2.0M | 3.3k | 588.68 |
| 2024-09-30 | $1.9M | 3.4k | 571.24 |
| 2024-06-30 | $1.7M | 3.0k | 547.23 |
| 2024-03-31 | $931k | 1.8k | 525.73 |
| 2023-12-31 | $694k | 1.5k | 477.63 |
| 2023-09-30 | $657k | 1.5k | 429.43 |
| 2023-06-30 | $233k | 523 | 445.71 |
| 2023-03-31 | $355k | 864 | 411.08 |
| 2022-12-31 | $330k | 859 | 384.21 |