iShares S&P 500 Index shares owned by Arista Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Arista Wealth Management
from 13F filings
Historical chart of Arista Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Arista Wealth Management 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 Arista Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.4k | 669.29 |
| 2025-06-30 | $5.2M | 8.4k | 620.89 |
| 2025-03-31 | $3.6M | 6.5k | 561.89 |
| 2024-12-31 | $3.8M | 6.5k | 588.67 |
| 2024-09-30 | $3.7M | 6.5k | 576.78 |
| 2024-06-30 | $3.5M | 6.5k | 547.20 |
| 2024-03-31 | $1.9M | 3.6k | 525.77 |
| 2023-12-31 | $2.9M | 6.1k | 477.63 |
| 2023-09-30 | $2.6M | 6.1k | 429.40 |
| 2023-06-30 | $2.8M | 6.2k | 445.68 |
| 2023-03-31 | $2.6M | 6.4k | 411.06 |
| 2022-12-31 | $2.6M | 6.8k | 384.19 |