iShares S&P 500 Index shares owned by BCU Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BCU Wealth Advisors
from 13F filings
Historical chart of BCU Wealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by BCU Wealth Advisors 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 BCU Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.3k | 669.30 |
| 2025-06-30 | $3.7M | 6.0k | 620.94 |
| 2025-03-31 | $6.4M | 11k | 561.90 |
| 2024-12-31 | $5.6M | 9.6k | 588.70 |
| 2024-09-30 | $5.5M | 9.5k | 576.82 |
| 2024-06-30 | $5.3M | 9.7k | 547.20 |
| 2024-03-31 | $5.4M | 10k | 525.74 |
| 2023-12-31 | $6.1M | 13k | 477.65 |