iShares S&P 500 Index shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 20k | 669.31 |
| 2025-06-30 | $13M | 21k | 620.90 |
| 2025-03-31 | $11M | 19k | 561.90 |
| 2024-12-31 | $12M | 20k | 588.68 |
| 2024-09-30 | $11M | 19k | 576.82 |
| 2024-06-30 | $10M | 19k | 547.23 |
| 2024-03-31 | $9.9M | 19k | 525.73 |
| 2023-12-31 | $9.6M | 20k | 477.63 |
| 2023-09-30 | $8.5M | 20k | 429.43 |
| 2023-06-30 | $8.9M | 20k | 445.71 |
| 2023-03-31 | $8.5M | 21k | 411.08 |
| 2022-12-31 | $9.5M | 25k | 384.21 |
| 2022-09-30 | $6.6M | 18k | 358.66 |
| 2022-06-30 | $2.4M | 6.3k | 379.21 |
| 2022-03-31 | $918k | 2.0k | 453.78 |
| 2021-12-31 | $851k | 1.8k | 477.02 |
More positions owned by Beaird Harris Wealth Management
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