iShares S&P 500 Index shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth 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 Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 590 | 669.30 |
| 2025-06-30 | $340k | 548 | 620.90 |
| 2025-03-31 | $273k | 486 | 561.90 |
| 2024-12-31 | $319k | 541 | 588.68 |
| 2024-09-30 | $321k | 556 | 576.82 |
| 2024-06-30 | $211k | 385 | 547.23 |
| 2024-03-31 | $282k | 537 | 525.73 |