iShares S&P 500 Index shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Accretive 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 Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.0k | 669.32 |
| 2025-06-30 | $1.3M | 2.0k | 620.92 |
| 2025-03-31 | $1.1M | 2.0k | 561.56 |
| 2024-12-31 | $1.1M | 1.9k | 588.70 |
| 2024-09-30 | $1.1M | 2.0k | 576.84 |
| 2024-06-30 | $1.0M | 1.9k | 547.25 |
| 2024-03-31 | $966k | 1.9k | 513.86 |
| 2023-12-31 | $728k | 1.5k | 477.63 |
| 2023-09-30 | $627k | 1.5k | 429.43 |