iShares S&P 500 Index shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 5.0k | 669.30 |
| 2025-06-30 | $3.2M | 5.1k | 620.90 |
| 2025-03-31 | $2.8M | 5.0k | 561.90 |
| 2024-12-31 | $3.0M | 5.2k | 588.68 |
| 2024-09-30 | $3.1M | 5.4k | 576.82 |
| 2024-06-30 | $2.9M | 5.4k | 547.23 |
| 2024-03-31 | $2.9M | 5.5k | 525.73 |
| 2023-12-31 | $2.7M | 5.6k | 477.63 |
| 2023-09-30 | $2.3M | 5.3k | 429.43 |
| 2023-06-30 | $2.3M | 5.0k | 445.71 |
| 2023-03-31 | $2.0M | 5.0k | 411.08 |
| 2022-12-31 | $2.0M | 5.3k | 384.21 |
More positions owned by Worth Financial Advisory Group
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