iShares S&P 500 Index shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 11k | 669.30 |
| 2025-06-30 | $4.4M | 7.0k | 620.88 |
| 2025-03-31 | $4.6M | 8.1k | 561.89 |
| 2024-12-31 | $3.0M | 5.1k | 588.72 |
| 2024-09-30 | $1.7M | 3.0k | 576.76 |
| 2024-06-30 | $1.6M | 2.9k | 547.24 |
| 2024-03-31 | $1.8M | 3.4k | 525.79 |
| 2023-12-31 | $1.6M | 3.3k | 477.59 |
| 2023-09-30 | $1.4M | 3.2k | 429.46 |
| 2023-06-30 | $1.3M | 3.0k | 445.78 |
| 2023-03-31 | $1.1M | 2.6k | 411.12 |
| 2022-12-31 | $920k | 2.4k | 384.27 |
| 2022-09-30 | $820k | 2.3k | 358.55 |
| 2022-06-30 | $916k | 2.4k | 378.98 |
| 2022-03-31 | $951k | 2.1k | 453.94 |
| 2021-12-31 | $997k | 2.1k | 476.81 |
| 2021-09-30 | $787k | 1.8k | 430.53 |
| 2021-06-30 | $1000k | 2.3k | 430.11 |
| 2021-03-31 | $909k | 2.3k | 397.81 |
| 2020-12-31 | $1.9M | 5.1k | 375.32 |
| 2020-09-30 | $1.5M | 4.4k | 336.05 |
| 2020-06-30 | $1.4M | 4.4k | 309.73 |
| 2020-03-31 | $2.4M | 9.5k | 258.39 |
| 2019-12-31 | $2.9M | 8.9k | 323.18 |
| 2019-09-30 | $2.2M | 7.3k | 298.58 |
| 2019-06-30 | $1.4M | 4.6k | 294.78 |
| 2019-03-31 | $1.1M | 4.0k | 284.64 |
| 2018-12-31 | $778k | 3.1k | 251.62 |
More positions owned by Benchmark Financial Wealth Advisors
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