iShares S&P 500 Index shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beacon Bridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 16k | 669.32 |
| 2025-06-30 | $10M | 16k | 620.88 |
| 2025-03-31 | $9.0M | 16k | 561.89 |
| 2024-12-31 | $9.2M | 16k | 588.68 |
| 2024-09-30 | $8.4M | 15k | 576.84 |
| 2024-06-30 | $7.5M | 14k | 547.22 |
| 2024-03-31 | $7.2M | 14k | 525.75 |
| 2023-12-31 | $6.7M | 14k | 477.63 |
| 2023-09-30 | $5.4M | 13k | 429.42 |
| 2023-06-30 | $5.1M | 12k | 445.70 |
| 2023-03-31 | $4.0M | 9.8k | 411.10 |
| 2022-12-31 | $2.4M | 6.4k | 384.21 |
More positions owned by Beacon Bridge Wealth Partners
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