iShares S&P 500 Index shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 665.58 |
| 2025-06-30 | $1.8M | 2.8k | 628.86 |
| 2025-03-31 | $1.5M | 2.9k | 536.67 |
| 2024-12-31 | $2.3M | 3.9k | 583.54 |
| 2024-09-30 | $2.2M | 3.7k | 582.52 |
| 2024-06-30 | $694k | 1.2k | 564.42 |
| 2024-03-31 | $572k | 1.1k | 497.55 |
| 2023-12-31 | $344k | 718 | 478.43 |
| 2023-09-30 | $401k | 915 | 437.89 |
| 2023-06-30 | $374k | 829 | 451.39 |
| 2023-03-31 | $530k | 1.3k | 411.54 |
| 2022-12-31 | $391k | 996 | 392.22 |
| 2022-09-30 | $553k | 1.5k | 367.20 |
| 2022-06-30 | $342k | 882 | 387.76 |
| 2022-03-31 | $207k | 456 | 453.95 |
| 2021-12-31 | $207k | 447 | 463.09 |
| 2021-06-30 | $234k | 544 | 430.15 |
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