iShares S&P 500 Index shares owned by Austin Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Austin Wealth Management
from 13F filings
Historical chart of Austin Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Austin 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 Austin Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $659k | 982 | 671.26 |
| 2025-06-30 | $631k | 993 | 634.95 |
| 2025-03-31 | $539k | 982 | 549.21 |
| 2024-12-31 | $585k | 974 | 600.23 |
| 2024-09-30 | $539k | 944 | 570.43 |
| 2024-06-30 | $580k | 1.0k | 559.37 |
| 2024-03-31 | $457k | 858 | 532.53 |
| 2023-12-31 | $471k | 939 | 501.95 |
| 2023-09-30 | $433k | 947 | 457.45 |