iShares S&P 500 Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $607k | 907 | 669.12 |
| 2025-06-30 | $355k | 572 | 620.90 |
| 2025-03-31 | $70k | 125 | 561.90 |
| 2024-12-31 | $79k | 134 | 588.69 |
| 2024-09-30 | $88k | 153 | 576.82 |
| 2024-06-30 | $73k | 134 | 547.23 |
| 2024-03-31 | $71k | 135 | 525.73 |
| 2023-12-31 | $65k | 135 | 477.64 |
| 2023-09-30 | $65k | 145 | 445.71 |
| 2023-06-30 | $65k | 145 | 445.71 |
| 2023-03-31 | $60k | 145 | 411.08 |
| 2022-12-31 | $148k | 386 | 384.13 |
| 2022-09-30 | $146k | 386 | 378.24 |
| 2022-06-30 | $146k | 386 | 378.24 |
| 2022-03-31 | $175k | 386 | 453.37 |
| 2021-12-31 | $184k | 386 | 476.68 |
| 2021-09-30 | $166k | 386 | 430.05 |
| 2021-06-30 | $166k | 386 | 430.05 |
| 2021-03-31 | $154k | 386 | 398.96 |
| 2020-12-31 | $151k | 403 | 374.69 |
| 2020-09-30 | $16k | 48 | 333.33 |
| 2020-06-30 | $15k | 48 | 312.50 |
| 2020-03-31 | $12k | 48 | 250.00 |
| 2019-12-31 | $29k | 90 | 322.22 |