iShares S&P 500 Index shares owned by Boulder Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Boulder Wealth Advisors
from 13F filings
Historical chart of Boulder Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Boulder 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 Boulder Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 69k | 669.30 |
| 2025-03-31 | $27M | 48k | 561.90 |
| 2024-12-31 | $28M | 47k | 588.68 |
| 2024-09-30 | $27M | 46k | 576.82 |
| 2024-06-30 | $30M | 55k | 547.23 |
| 2024-03-31 | $28M | 53k | 525.73 |
| 2022-12-31 | $17M | 44k | 384.22 |