iShares S&P 500 Index shares owned by Altus Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Altus Wealth Group 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 Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 45k | 669.30 |
| 2025-06-30 | $27M | 44k | 620.90 |
| 2025-03-31 | $26M | 47k | 561.90 |
| 2024-12-31 | $21M | 35k | 588.68 |
| 2024-09-30 | $19M | 33k | 576.82 |
| 2024-06-30 | $15M | 27k | 547.23 |
| 2024-03-31 | $9.6M | 18k | 525.73 |
| 2023-12-31 | $7.8M | 16k | 477.63 |
| 2023-09-30 | $6.9M | 16k | 429.43 |
| 2023-06-30 | $3.7M | 8.4k | 445.71 |
| 2023-03-31 | $3.2M | 7.9k | 411.08 |
| 2022-12-31 | $3.0M | 7.7k | 384.21 |