iShares S&P 500 Index shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127M | 190k | 669.30 |
| 2025-06-30 | $112M | 180k | 620.90 |
| 2025-03-31 | $101M | 180k | 561.90 |
| 2024-12-31 | $104M | 177k | 588.68 |
| 2024-09-30 | $101M | 175k | 576.82 |
| 2024-06-30 | $94M | 171k | 547.23 |
| 2024-03-31 | $89M | 168k | 525.73 |
| 2023-12-31 | $77M | 162k | 477.63 |
| 2023-09-30 | $67M | 157k | 429.43 |
| 2023-06-30 | $61M | 137k | 445.71 |
| 2023-03-31 | $56M | 136k | 411.08 |
| 2022-12-31 | $53M | 137k | 384.21 |
| 2022-09-30 | $53M | 146k | 358.65 |
| 2022-06-30 | $61M | 160k | 379.15 |
| 2022-03-31 | $72M | 158k | 453.69 |
| 2021-12-31 | $65M | 137k | 476.99 |
| 2021-09-30 | $52M | 122k | 430.82 |
| 2021-06-30 | $49M | 114k | 429.92 |
| 2021-03-31 | $35M | 88k | 397.82 |
| 2020-12-31 | $26M | 70k | 375.39 |
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