iShares S&P 500 Index shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Aaron 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 Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.0k | 669.40 |
| 2025-06-30 | $3.7M | 6.0k | 620.94 |
| 2025-03-31 | $3.1M | 5.5k | 561.95 |
| 2024-12-31 | $4.3M | 7.3k | 588.67 |
| 2024-09-30 | $4.2M | 7.3k | 576.84 |
| 2024-06-30 | $3.9M | 7.2k | 547.23 |
| 2024-03-31 | $3.8M | 7.1k | 525.70 |
| 2023-12-31 | $3.4M | 7.1k | 477.62 |
| 2023-09-30 | $2.9M | 6.8k | 429.45 |
| 2023-06-30 | $3.0M | 6.8k | 445.73 |
| 2023-03-31 | $2.2M | 5.3k | 411.08 |
| 2022-12-31 | $2.0M | 5.2k | 384.19 |
| 2022-09-30 | $1.9M | 5.2k | 358.58 |
| 2022-06-30 | $498k | 1.3k | 379.00 |
| 2022-03-31 | $170k | 77k | 2.20 |