iShares S&P 500 Index shares owned by Abacus Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Abacus Wealth Partners
from 13F filings
Historical chart of Abacus Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Abacus Wealth Partners 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 Abacus Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 546 | 669.30 |
| 2025-06-30 | $339k | 546 | 620.90 |
| 2025-03-31 | $279k | 497 | 561.90 |
| 2024-12-31 | $299k | 507 | 588.68 |
| 2024-09-30 | $305k | 529 | 576.82 |
| 2024-06-30 | $491k | 898 | 546.97 |
| 2024-03-31 | $441k | 840 | 525.46 |
| 2023-12-31 | $276k | 578 | 477.28 |
| 2023-09-30 | $500k | 1.2k | 429.27 |
| 2023-06-30 | $729k | 1.6k | 445.59 |
| 2023-03-31 | $1.3M | 3.1k | 414.24 |
| 2022-09-30 | $254k | 708 | 358.44 |
| 2022-06-30 | $254k | 671 | 378.91 |
| 2022-03-31 | $282k | 622 | 453.38 |
| 2021-12-31 | $322k | 675 | 477.05 |
| 2021-09-30 | $469k | 1.1k | 430.82 |
| 2021-06-30 | $450k | 1.0k | 429.92 |