iShares S&P 500 Index shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Bellwether 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 Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39M | 58k | 669.30 |
| 2025-06-30 | $36M | 58k | 620.90 |
| 2025-03-31 | $32M | 58k | 561.79 |
| 2024-12-31 | $35M | 60k | 588.68 |
| 2024-09-30 | $35M | 60k | 576.82 |
| 2024-06-30 | $33M | 60k | 547.23 |
| 2024-03-31 | $32M | 60k | 525.73 |
| 2023-12-31 | $29M | 60k | 477.63 |
| 2023-09-30 | $26M | 61k | 429.43 |
| 2023-06-30 | $27M | 60k | 445.71 |
| 2023-03-31 | $25M | 60k | 411.08 |
| 2022-12-31 | $25M | 64k | 384.21 |
| 2022-09-30 | $24M | 66k | 358.65 |
| 2022-06-30 | $27M | 72k | 379.14 |
| 2022-03-31 | $39M | 85k | 453.69 |
| 2021-12-31 | $40M | 85k | 476.99 |
| 2021-09-30 | $37M | 85k | 431.10 |
| 2021-06-30 | $37M | 87k | 429.92 |
| 2021-03-31 | $35M | 87k | 397.78 |
| 2020-12-31 | $32M | 86k | 375.39 |