iShares S&P 500 Index shares owned by Austin Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Austin Private Wealth
from 13F filings
Historical chart of Austin Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Austin Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 5.1k | 669.32 |
| 2025-06-30 | $3.0M | 4.8k | 620.91 |
| 2025-03-31 | $2.7M | 4.8k | 561.88 |
| 2024-12-31 | $2.9M | 4.9k | 588.64 |
| 2024-09-30 | $3.2M | 5.5k | 576.81 |
| 2024-06-30 | $2.5M | 4.5k | 547.23 |
| 2024-03-31 | $2.4M | 4.6k | 522.03 |
| 2023-12-31 | $2.2M | 4.6k | 477.63 |
| 2023-09-30 | $2.0M | 4.5k | 429.43 |
| 2023-06-30 | $2.2M | 5.0k | 445.71 |
| 2023-03-31 | $1.9M | 4.6k | 411.08 |
| 2022-12-31 | $1.8M | 4.6k | 384.21 |
| 2022-09-30 | $1.6M | 4.6k | 358.69 |
| 2022-06-30 | $1.7M | 4.6k | 379.14 |
| 2022-03-31 | $2.4M | 5.3k | 453.76 |
| 2021-12-31 | $2.5M | 5.3k | 476.97 |
| 2021-09-30 | $2.3M | 5.3k | 430.76 |
| 2021-06-30 | $2.0M | 4.6k | 430.00 |
| 2021-03-31 | $1.3M | 3.3k | 397.78 |
| 2020-12-31 | $1.4M | 3.6k | 375.52 |
| 2020-09-30 | $1.2M | 3.7k | 336.04 |
| 2020-06-30 | $1.2M | 3.7k | 309.71 |
| 2020-03-31 | $1.1M | 4.1k | 258.42 |
| 2019-12-31 | $1.3M | 4.1k | 323.15 |