iShares S&P 500 Index shares owned by BlueChip Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BlueChip Wealth Advisors
from 13F filings
Historical chart of BlueChip Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by BlueChip Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 11k | 669.28 |
| 2025-06-30 | $6.7M | 11k | 620.87 |
| 2025-03-31 | $6.3M | 11k | 561.90 |
| 2024-12-31 | $6.5M | 11k | 588.69 |
| 2024-09-30 | $6.3M | 11k | 576.84 |
| 2024-06-30 | $5.7M | 10k | 547.23 |
| 2024-03-31 | $5.4M | 10k | 525.75 |
| 2023-12-31 | $4.9M | 10k | 477.64 |
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