iShares S&P 500 Index shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Balanced Wealth Group 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 Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.9k | 620.76 |
| 2025-06-30 | $1.2M | 1.9k | 634.99 |
| 2025-03-31 | $1.1M | 2.0k | 561.77 |
| 2024-12-31 | $1.2M | 2.0k | 604.54 |
| 2024-09-30 | $1.2M | 2.1k | 576.72 |
| 2024-06-30 | $1.5M | 2.7k | 548.34 |
| 2024-03-31 | $1.4M | 2.7k | 522.73 |
| 2023-12-31 | $1.2M | 2.5k | 477.54 |