iShares S&P 500 Index shares owned by Blodgett Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Blodgett Wealth Advisors
from 13F filings
Historical chart of Blodgett Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Blodgett Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 5.3k | 669.28 |
| 2025-06-30 | $3.2M | 5.2k | 620.88 |
| 2025-03-31 | $2.7M | 4.8k | 561.88 |
| 2024-12-31 | $2.5M | 4.3k | 588.66 |
| 2024-09-30 | $2.2M | 3.8k | 576.80 |
| 2024-06-30 | $2.0M | 3.7k | 547.17 |
| 2024-03-31 | $1.8M | 3.4k | 525.77 |
| 2023-12-31 | $1.6M | 3.3k | 477.69 |
| 2023-09-30 | $1.3M | 3.1k | 429.41 |
| 2023-06-30 | $1.1M | 2.6k | 445.68 |
| 2023-03-31 | $1.1M | 2.6k | 411.02 |
| 2022-12-31 | $988k | 2.6k | 384.27 |
| 2022-09-30 | $922k | 2.6k | 358.48 |
| 2022-06-30 | $989k | 2.6k | 379.07 |
| 2022-03-31 | $1.2M | 2.6k | 453.69 |
| 2021-12-31 | $1.2M | 2.5k | 477.09 |
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