iShares S&P 500 Index shares owned by Tobias Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tobias Financial Advisors
from 13F filings
Historical chart of Tobias Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Tobias Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Tobias Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 669.30 |
| 2025-06-30 | $2.8M | 4.5k | 620.90 |
| 2025-03-31 | $555k | 987 | 561.90 |
| 2024-12-31 | $563k | 957 | 588.68 |
| 2024-09-30 | $481k | 834 | 576.82 |
| 2024-06-30 | $456k | 834 | 547.23 |
| 2024-03-31 | $439k | 834 | 525.73 |
| 2023-09-30 | $358k | 834 | 429.43 |
| 2021-12-31 | $1.8M | 3.8k | 477.06 |