iShares S&P 500 Index shares owned by Angeles Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Angeles Wealth Management
from 13F filings
Historical chart of Angeles Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Angeles Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 4.4k | 669.26 |
| 2025-06-30 | $2.1M | 3.4k | 620.84 |
| 2025-03-31 | $2.2M | 3.8k | 561.84 |
| 2024-12-31 | $2.3M | 3.8k | 588.76 |
| 2024-09-30 | $2.2M | 3.9k | 576.88 |
| 2024-06-30 | $2.1M | 3.9k | 547.27 |
| 2024-03-31 | $2.5M | 4.8k | 525.73 |
| 2023-09-30 | $2.2M | 5.2k | 429.43 |
| 2023-06-30 | $2.0M | 4.5k | 445.71 |
| 2023-03-31 | $1.9M | 4.6k | 411.08 |
| 2022-12-31 | $1.6M | 4.1k | 384.21 |
| 2022-09-30 | $1.4M | 3.9k | 358.76 |
| 2022-06-30 | $1.5M | 3.9k | 379.10 |
| 2022-03-31 | $1.4M | 3.1k | 453.77 |