iShares S&P 500 Index shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $605k | 905 | 669.00 |
| 2025-06-30 | $288k | 463 | 621.56 |
| 2025-03-31 | $276k | 491 | 562.35 |
| 2024-12-31 | $289k | 491 | 588.51 |
| 2024-09-30 | $313k | 542 | 577.07 |
| 2024-06-30 | $562k | 1.0k | 547.00 |
| 2021-03-31 | $365k | 916 | 398.47 |
| 2020-12-31 | $345k | 919 | 375.41 |
| 2020-09-30 | $302k | 899 | 335.93 |
| 2020-06-30 | $281k | 908 | 309.47 |
| 2020-03-31 | $235k | 900 | 261.11 |
| 2019-12-31 | $329k | 1.0k | 324.78 |
| 2019-09-30 | $314k | 1.0k | 311.20 |
| 2019-06-30 | $326k | 1.1k | 295.02 |
| 2019-03-31 | $308k | 1.1k | 291.39 |
| 2018-12-31 | $291k | 1.1k | 258.21 |
| 2018-09-30 | $308k | 1.1k | 275.00 |
| 2018-06-30 | $310k | 1.1k | 274.58 |
| 2018-03-31 | $304k | 1.1k | 268.79 |
| 2017-12-31 | $317k | 1.1k | 275.89 |