iShares S&P 500 Index shares owned by BIP Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BIP Wealth
from 13F filings
Historical chart of BIP Wealth investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by BIP Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by BIP Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 18k | 669.30 |
| 2025-06-30 | $9.3M | 15k | 620.90 |
| 2025-03-31 | $7.7M | 14k | 561.89 |
| 2024-12-31 | $8.3M | 14k | 588.70 |
| 2024-09-30 | $8.4M | 15k | 576.82 |
| 2024-06-30 | $7.4M | 14k | 547.23 |
| 2024-03-31 | $7.0M | 13k | 525.74 |
| 2023-12-31 | $6.2M | 13k | 477.63 |
| 2023-09-30 | $5.6M | 13k | 429.46 |
| 2023-06-30 | $5.3M | 12k | 445.74 |
| 2023-03-31 | $5.1M | 13k | 411.31 |