iShares S&P 500 Index shares owned by Bnc Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bnc Wealth Management
from 13F filings
Historical chart of Bnc Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Bnc Wealth Management 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 Bnc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 1.5k | 684.96 |
| 2025-09-30 | $1.0M | 1.5k | 669.32 |
| 2025-06-30 | $270k | 435 | 620.90 |
| 2025-03-31 | $238k | 423 | 561.90 |
| 2024-12-31 | $846k | 1.4k | 588.68 |
| 2024-09-30 | $829k | 1.4k | 576.82 |
| 2024-06-30 | $840k | 1.5k | 547.23 |
| 2024-03-31 | $756k | 1.4k | 525.73 |
| 2023-12-31 | $532k | 1.1k | 477.63 |
| 2023-09-30 | $478k | 1.1k | 429.43 |
| 2023-06-30 | $497k | 1.1k | 445.71 |
| 2023-03-31 | $458k | 1.1k | 411.08 |
| 2022-12-31 | $428k | 1.1k | 384.21 |
| 2022-09-30 | $400k | 1.1k | 359.07 |
| 2022-06-30 | $422k | 1.1k | 378.82 |
| 2022-03-31 | $505k | 1.1k | 453.32 |
| 2021-12-31 | $532k | 1.1k | 476.70 |
| 2021-09-30 | $293k | 679 | 431.52 |
| 2021-06-30 | $292k | 679 | 430.04 |
| 2021-03-31 | $270k | 679 | 397.64 |
| 2020-12-31 | $254k | 677 | 375.18 |