iShares S&P 500 Index shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.7M | 2.7k | 620.90 |
| 2025-03-31 | $1.7M | 3.0k | 561.90 |
| 2024-12-31 | $1.7M | 2.9k | 588.68 |
| 2024-09-30 | $1.6M | 2.9k | 576.82 |
| 2024-06-30 | $1.6M | 3.0k | 547.23 |
| 2024-03-31 | $1.4M | 2.7k | 525.73 |
| 2023-12-31 | $1.4M | 3.0k | 477.63 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $1.3M | 3.0k | 445.71 |
| 2023-03-31 | $1.2M | 3.0k | 411.08 |
| 2022-12-31 | $1.1M | 2.9k | 384.21 |
| 2022-09-30 | $1.0M | 2.9k | 358.65 |
| 2022-06-30 | $1.1M | 2.9k | 379.00 |
| 2022-03-31 | $1.6M | 3.6k | 453.73 |
| 2021-12-31 | $5.2M | 11k | 476.99 |
| 2021-09-30 | $1.3M | 2.9k | 430.83 |
| 2021-06-30 | $1.6M | 3.8k | 430.01 |
| 2021-03-31 | $777k | 2.0k | 398.05 |
| 2020-12-31 | $737k | 2.0k | 375.64 |