iShares S&P 500 Index shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.7M | 11k | 684.93 |
| 2025-09-30 | $7.2M | 11k | 669.32 |
| 2025-06-30 | $6.6M | 11k | 620.90 |
| 2025-03-31 | $5.9M | 11k | 561.89 |
| 2024-12-31 | $6.2M | 11k | 588.70 |
| 2024-09-30 | $6.0M | 10k | 576.82 |
| 2024-03-31 | $5.9M | 11k | 525.74 |
| 2023-12-31 | $5.3M | 11k | 477.63 |
| 2023-09-30 | $4.9M | 11k | 429.43 |
| 2023-06-30 | $4.9M | 11k | 445.71 |
| 2023-03-31 | $3.3M | 8.1k | 411.06 |
| 2022-12-31 | $3.6M | 9.5k | 384.19 |
| 2022-09-30 | $2.8M | 7.7k | 358.69 |
| 2022-06-30 | $2.8M | 7.4k | 379.11 |
| 2022-03-31 | $2.5M | 5.4k | 453.59 |
| 2021-12-31 | $2.6M | 5.4k | 477.04 |
| 2021-09-30 | $2.5M | 5.8k | 430.88 |
More positions owned by Badgley Phelps Wealth Managers
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