iShares S&P 500 Index shares owned by Basepoint Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Basepoint Wealth
from 13F filings
Historical chart of Basepoint Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Basepoint Wealth 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 Basepoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $336k | 490 | 685.73 |
| 2025-09-30 | $327k | 489 | 669.08 |
| 2025-06-30 | $301k | 484 | 621.39 |
| 2025-03-31 | $272k | 484 | 561.81 |
| 2024-12-31 | $440k | 747 | 589.01 |
| 2024-09-30 | $495k | 858 | 576.64 |
| 2024-06-30 | $484k | 884 | 547.42 |
| 2024-03-31 | $371k | 706 | 525.78 |
| 2023-12-31 | $287k | 600 | 477.47 |
| 2023-09-30 | $282k | 657 | 429.63 |
| 2023-06-30 | $402k | 901 | 445.80 |
| 2023-03-31 | $455k | 1.1k | 411.04 |
| 2022-12-31 | $595k | 1.5k | 384.14 |
| 2022-09-30 | $337k | 940 | 358.62 |
| 2022-06-30 | $244k | 643 | 379.23 |
| 2022-03-31 | $299k | 659 | 453.42 |
| 2021-12-31 | $395k | 827 | 477.05 |