iShares S&P 500 Index shares owned by Vantage Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vantage Financial Partners
from 13F filings
Historical chart of Vantage Financial Partners 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 Vantage Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Vantage Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 38k | 669.30 |
| 2025-06-30 | $24M | 38k | 620.90 |
| 2025-03-31 | $31M | 56k | 561.90 |
| 2024-12-31 | $33M | 55k | 588.68 |
| 2024-09-30 | $31M | 54k | 576.82 |
| 2024-06-30 | $21M | 39k | 547.23 |
| 2024-03-31 | $20M | 38k | 525.73 |
| 2023-12-31 | $18M | 38k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.42 |
| 2023-06-30 | $11M | 25k | 445.71 |
| 2023-03-31 | $10M | 25k | 411.08 |
| 2022-12-31 | $9.8M | 26k | 384.21 |
| 2022-09-30 | $11M | 31k | 358.67 |
| 2022-06-30 | $37M | 98k | 379.15 |
| 2022-03-31 | $44M | 98k | 453.69 |
| 2021-12-31 | $48M | 100k | 476.99 |
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