iShares S&P 500 Index shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.1k | 669.37 |
| 2025-06-30 | $3.8M | 6.1k | 620.90 |
| 2025-03-31 | $3.9M | 6.9k | 561.90 |
| 2024-12-31 | $4.4M | 7.5k | 588.74 |
| 2024-09-30 | $4.0M | 7.0k | 576.75 |
| 2024-03-31 | $4.1M | 7.8k | 525.73 |
| 2023-12-31 | $4.5M | 9.4k | 477.63 |
| 2023-09-30 | $3.2M | 7.5k | 429.43 |
| 2023-06-30 | $7.0M | 16k | 449.09 |
| 2023-03-31 | $2.7M | 6.5k | 411.08 |
| 2022-12-31 | $1.4M | 3.7k | 384.21 |
More positions owned by Beverly Hills Private Wealth
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