iShares S&P 500 Index shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $184k | 297 | 620.90 |
| 2025-03-31 | $167k | 297 | 561.90 |
| 2024-12-31 | $175k | 297 | 588.68 |
| 2024-09-30 | $174k | 301 | 576.82 |
| 2024-06-30 | $165k | 301 | 547.23 |
| 2024-03-31 | $158k | 301 | 525.73 |
| 2023-12-31 | $199k | 417 | 477.63 |
| 2023-09-30 | $308k | 717 | 429.43 |
| 2023-06-30 | $303k | 717 | 422.03 |
| 2023-03-31 | $296k | 719 | 411.08 |
| 2022-12-31 | $280k | 729 | 384.21 |
| 2022-09-30 | $279k | 779 | 358.15 |
| 2022-06-30 | $295k | 779 | 378.69 |
| 2022-03-31 | $353k | 779 | 453.15 |
| 2021-12-31 | $386k | 809 | 477.13 |
| 2021-09-30 | $349k | 809 | 431.40 |
| 2021-06-30 | $365k | 849 | 429.92 |
| 2021-03-31 | $322k | 809 | 398.02 |
| 2020-12-31 | $309k | 823 | 375.46 |
| 2020-09-30 | $277k | 823 | 336.57 |
| 2020-06-30 | $263k | 848 | 310.14 |
| 2020-03-31 | $226k | 873 | 258.88 |
| 2019-12-31 | $269k | 833 | 322.93 |
| 2019-09-30 | $249k | 833 | 298.92 |
| 2019-06-30 | $246k | 833 | 295.32 |
| 2019-03-31 | $178k | 625 | 284.80 |
| 2018-12-31 | $157k | 625 | 251.20 |
| 2018-09-30 | $183k | 625 | 292.80 |
| 2018-06-30 | $151k | 552 | 273.55 |
| 2018-03-31 | $146k | 552 | 264.49 |
| 2017-12-31 | $155k | 575 | 269.57 |
| 2017-09-30 | $145k | 575 | 252.17 |
| 2017-03-31 | $136k | 575 | 236.52 |
| 2016-12-31 | $129k | 575 | 224.35 |
| 2016-09-30 | $22k | 100 | 220.00 |
| 2016-06-30 | $21k | 100 | 210.00 |
| 2016-03-31 | $21k | 100 | 210.00 |
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