iShares S&P 500 Index shares owned by 49 Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 49 Wealth Management
from 13F filings
Historical chart of 49 Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by 49 Wealth Management 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 49 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 7.7k | 669.32 |
| 2025-06-30 | $4.7M | 7.6k | 620.89 |
| 2025-03-31 | $4.5M | 8.0k | 561.90 |
| 2024-12-31 | $4.7M | 7.9k | 588.68 |
| 2024-09-30 | $4.7M | 8.2k | 576.80 |
| 2024-06-30 | $4.6M | 8.3k | 548.38 |
| 2024-03-31 | $4.4M | 8.4k | 524.85 |
| 2023-12-31 | $4.3M | 9.0k | 477.64 |