iShares S&P 500 Index shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Balboa 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 Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.0k | 669.22 |
| 2025-06-30 | $1.2M | 1.9k | 620.87 |
| 2025-03-31 | $952k | 1.7k | 561.98 |
| 2024-12-31 | $858k | 1.5k | 588.74 |
| 2024-09-30 | $745k | 1.3k | 576.64 |
| 2024-06-30 | $698k | 1.3k | 547.23 |
| 2024-03-31 | $591k | 1.1k | 525.73 |
| 2023-12-31 | $546k | 1.1k | 477.63 |
| 2023-09-30 | $529k | 1.2k | 429.39 |
| 2023-06-30 | $554k | 1.2k | 445.76 |
| 2023-03-31 | $532k | 1.3k | 411.12 |
| 2022-12-31 | $452k | 1.2k | 384.34 |
| 2022-09-30 | $420k | 1.2k | 358.36 |