iShares S&P 500 Index shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth Advisors 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 Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 44k | 669.30 |
| 2025-06-30 | $28M | 45k | 620.90 |
| 2025-03-31 | $25M | 44k | 561.90 |
| 2024-12-31 | $25M | 43k | 588.68 |
| 2024-09-30 | $25M | 43k | 576.82 |
| 2024-06-30 | $22M | 40k | 547.24 |
| 2024-03-31 | $20M | 39k | 525.73 |