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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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