iShares S&P 500 Index shares owned by Values Added Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.3k | 669.30 |
| 2025-06-30 | $2.0M | 3.3k | 620.90 |
| 2025-03-31 | $1.8M | 3.2k | 561.90 |
| 2024-12-31 | $1.9M | 3.2k | 588.68 |
| 2024-09-30 | $1.9M | 3.2k | 576.82 |
| 2024-06-30 | $1.8M | 3.2k | 547.23 |
| 2024-03-31 | $1.7M | 3.2k | 525.73 |
| 2023-12-31 | $1.5M | 3.2k | 477.63 |
| 2023-09-30 | $643k | 1.5k | 429.43 |