iShares S&P 500 Index shares owned by Avid Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Avid Wealth Partners
from 13F filings
Historical chart of Avid Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Avid 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 Avid Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 9.2k | 669.28 |
| 2025-06-30 | $5.6M | 9.0k | 620.87 |
| 2025-03-31 | $9.2M | 17k | 561.91 |
| 2024-12-31 | $11M | 18k | 588.67 |
| 2024-09-30 | $8.0M | 14k | 576.84 |
| 2024-06-30 | $6.8M | 12k | 547.23 |
| 2024-03-31 | $12M | 22k | 525.73 |
| 2023-12-31 | $243k | 509 | 477.63 |