iShares S&P 500 Index shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest 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 Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 12k | 669.28 |
| 2025-06-30 | $712k | 1.1k | 621.11 |
| 2025-03-31 | $643k | 1.1k | 561.84 |
| 2024-12-31 | $664k | 1.1k | 588.88 |
| 2024-09-30 | $643k | 1.1k | 576.78 |
| 2024-06-30 | $608k | 1.1k | 547.06 |
| 2024-03-31 | $576k | 1.1k | 525.93 |
| 2023-12-31 | $536k | 1.1k | 477.66 |
| 2023-09-30 | $477k | 1.1k | 429.59 |
| 2023-03-31 | $449k | 1.1k | 405.38 |
| 2022-06-30 | $206k | 543 | 379.37 |
| 2022-03-31 | $245k | 541 | 452.87 |
| 2021-12-31 | $257k | 539 | 476.81 |
| 2021-09-30 | $218k | 505 | 431.68 |
| 2021-06-30 | $216k | 503 | 429.42 |
| 2021-03-31 | $54k | 136 | 397.06 |
More positions owned by Activest Wealth Management
View all positions for Activest Wealth Management