iShares S&P 500 Index shares owned by Abundance Wealth Counselors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Abundance Wealth Counselors
from 13F filings
Historical chart of Abundance Wealth Counselors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Abundance Wealth Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $131M | 191k | 684.93 |
| 2025-09-30 | $128M | 191k | 669.29 |
| 2025-06-30 | $120M | 195k | 615.31 |
| 2025-03-31 | $109M | 195k | 559.77 |
| 2024-12-31 | $118M | 200k | 588.68 |
| 2024-09-30 | $116M | 201k | 576.82 |
| 2024-03-31 | $109M | 208k | 525.73 |
| 2023-12-31 | $100M | 209k | 477.63 |
| 2023-09-30 | $91M | 212k | 429.43 |
| 2023-03-31 | $93M | 226k | 411.08 |
| 2022-12-31 | $82M | 214k | 384.21 |
| 2022-09-30 | $82M | 228k | 358.65 |
| 2022-06-30 | $86M | 228k | 379.15 |
| 2022-03-31 | $103M | 228k | 453.69 |
| 2021-12-31 | $106M | 221k | 476.99 |
| 2021-06-30 | $100M | 234k | 429.92 |
| 2021-03-31 | $353k | 888 | 397.52 |
| 2020-12-31 | $102M | 272k | 375.39 |
| 2020-09-30 | $93M | 275k | 336.06 |
| 2020-06-30 | $81M | 263k | 309.69 |
| 2020-03-31 | $84M | 324k | 258.40 |
| 2019-12-31 | $102M | 317k | 323.24 |
| 2019-09-30 | $95M | 317k | 298.52 |
| 2019-06-30 | $96M | 325k | 294.75 |
| 2019-03-31 | $122M | 428k | 284.56 |
| 2018-12-31 | $108M | 429k | 251.61 |
More positions owned by Abundance Wealth Counselors
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