iShares S&P 500 Index shares owned by Able Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Able Wealth Management
from 13F filings
Historical chart of Able Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Able 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 Able Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 11k | 669.31 |
| 2025-06-30 | $7.1M | 11k | 620.90 |
| 2025-03-31 | $6.4M | 11k | 561.88 |
| 2024-12-31 | $6.7M | 11k | 588.67 |
| 2024-09-30 | $6.4M | 11k | 576.86 |
| 2024-06-30 | $6.0M | 11k | 547.23 |
| 2024-03-31 | $5.9M | 11k | 525.76 |
| 2023-12-31 | $5.3M | 11k | 477.63 |