iShares S&P 500 Index shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 34k | 669.31 |
| 2025-06-30 | $21M | 33k | 620.89 |
| 2025-03-31 | $21M | 37k | 561.89 |
| 2024-12-31 | $27M | 45k | 588.68 |
| 2024-09-30 | $25M | 44k | 576.82 |
| 2024-06-30 | $22M | 40k | 547.23 |
| 2024-03-31 | $20M | 38k | 525.72 |
| 2023-12-31 | $17M | 36k | 477.63 |
| 2023-09-30 | $14M | 33k | 429.42 |
| 2023-06-30 | $14M | 30k | 445.71 |
| 2023-03-31 | $13M | 31k | 411.08 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-09-30 | $10M | 29k | 358.64 |
| 2022-06-30 | $13M | 34k | 379.77 |
| 2022-03-31 | $15M | 33k | 453.20 |
| 2021-12-31 | $13M | 26k | 477.01 |