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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

Tip: Access up to 7 years of quarterly data

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
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