iShares S&P 500 Index shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by 180 Wealth Advisors 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 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 2.6k | 525.72 |
| 2023-12-31 | $1.2M | 2.5k | 474.88 |
| 2023-09-30 | $1.2M | 2.9k | 429.42 |
| 2023-06-30 | $1.2M | 2.6k | 446.34 |
| 2023-03-31 | $1.1M | 2.6k | 411.07 |
| 2022-12-31 | $982k | 2.4k | 406.63 |
| 2022-09-30 | $899k | 2.5k | 358.45 |
| 2022-06-30 | $959k | 2.5k | 382.99 |
| 2022-03-31 | $1.1M | 2.5k | 447.01 |
| 2021-12-31 | $884k | 2.0k | 440.02 |
| 2021-09-30 | $601k | 1.3k | 447.51 |
| 2021-06-30 | $588k | 1.3k | 444.44 |
| 2021-03-31 | $542k | 1.3k | 416.92 |
| 2020-12-31 | $523k | 1.4k | 380.36 |
| 2020-09-30 | $544k | 1.6k | 344.52 |
| 2020-06-30 | $661k | 2.0k | 322.91 |
| 2020-03-31 | $504k | 2.0k | 252.51 |
| 2019-12-31 | $648k | 2.0k | 329.77 |
| 2019-09-30 | $620k | 2.1k | 297.79 |
| 2019-06-30 | $613k | 2.1k | 296.71 |
| 2019-03-31 | $606k | 2.1k | 289.95 |