iShares S&P 500 Index shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Forum Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.4M | 8.4k | 525.69 |
2023-12-31 | $3.9M | 8.2k | 477.66 |
2023-09-30 | $3.5M | 8.1k | 429.43 |
2023-06-30 | $3.8M | 8.5k | 445.72 |
2023-03-31 | $3.6M | 8.7k | 411.09 |
2022-12-31 | $3.6M | 9.4k | 384.21 |
2022-09-30 | $3.6M | 10k | 358.65 |
2022-06-30 | $3.9M | 10k | 379.12 |
2022-03-31 | $4.1M | 9.0k | 453.69 |
2021-12-31 | $4.4M | 9.2k | 477.00 |
More positions owned by Forum Financial Management
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