iShares S&P 500 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius 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 Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $931k | 1.4k | 669.28 |
| 2025-06-30 | $900k | 1.4k | 620.84 |
| 2025-03-31 | $797k | 1.4k | 561.71 |
| 2024-12-31 | $832k | 1.4k | 588.78 |
| 2024-09-30 | $812k | 1.4k | 576.94 |
| 2024-06-30 | $768k | 1.4k | 547.23 |
| 2021-12-31 | $474k | 995 | 476.38 |