iShares S&P 500 Index shares owned by Barlow Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Barlow Wealth Partners
from 13F filings
Historical chart of Barlow Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Barlow 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 Barlow Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $637k | 1.1k | 595.63 |
| 2024-09-30 | $606k | 1.1k | 570.53 |
| 2024-06-30 | $481k | 883 | 544.21 |
| 2024-03-31 | $270k | 525 | 513.31 |
| 2023-12-31 | $251k | 525 | 477.63 |