iShares S&P 500 Index shares owned by BCS Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by BCS Wealth Management 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $835k | 1.2k | 669.30 |
| 2025-06-30 | $879k | 1.4k | 620.76 |
| 2025-03-31 | $797k | 1.4k | 561.66 |
| 2024-12-31 | $830k | 1.4k | 589.07 |
| 2023-03-31 | $202k | 491 | 411.41 |
| 2021-12-31 | $208k | 437 | 475.97 |