iShares S&P 500 Index shares owned by Adamsbrown Wealth Consultants
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Adamsbrown Wealth Consultants
from 13F filings
Historical chart of Adamsbrown Wealth Consultants investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Adamsbrown Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 400 | 670.01 |
| 2025-06-30 | $227k | 366 | 620.28 |
| 2024-09-30 | $212k | 367 | 576.79 |
| 2023-06-30 | $216k | 485 | 445.75 |
| 2023-03-31 | $211k | 514 | 411.23 |
| 2022-12-31 | $499k | 1.3k | 384.32 |
| 2022-09-30 | $436k | 1.2k | 358.85 |
| 2022-06-30 | $609k | 1.6k | 378.97 |
| 2022-03-31 | $839k | 1.8k | 454.00 |
| 2021-12-31 | $816k | 1.7k | 477.19 |
More positions owned by Adamsbrown Wealth Consultants
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