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iShares S&P 500 Index shares owned by Astra Wealth Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Astra Wealth Partners from 13F filings

Historical chart of Astra Wealth Partners 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 Astra Wealth Partners 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 Astra Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 30k 669.30
2025-06-30 $19M 30k 620.90
2025-03-31 $17M 31k 561.90
2024-12-31 $18M 30k 588.68