iShares S&P 500 Index shares owned by Adams Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 42k | 669.30 |
| 2025-06-30 | $30M | 48k | 620.90 |
| 2025-03-31 | $26M | 45k | 561.90 |
| 2024-12-31 | $35M | 59k | 588.68 |
| 2024-09-30 | $26M | 44k | 576.82 |
| 2024-06-30 | $24M | 45k | 547.23 |
| 2024-03-31 | $23M | 44k | 525.73 |
| 2023-12-31 | $21M | 44k | 477.63 |
| 2023-09-30 | $25M | 58k | 429.43 |
| 2023-06-30 | $26M | 59k | 445.71 |
| 2023-03-31 | $24M | 57k | 411.08 |
| 2022-12-31 | $26M | 66k | 384.21 |
| 2022-09-30 | $13M | 37k | 358.66 |
| 2020-09-30 | $0 | 1 | 0.00 |
| 2019-12-31 | $2.5M | 7.8k | 323.22 |