iShares S&P 500 Index shares owned by Brady Family Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brady Family Wealth
from 13F filings
Historical chart of Brady Family Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Brady Family Wealth 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 Brady Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 9.2k | 669.30 |
| 2025-06-30 | $5.7M | 9.1k | 620.87 |
| 2025-03-31 | $5.1M | 9.1k | 561.90 |
| 2024-12-31 | $5.5M | 9.3k | 588.66 |
| 2024-09-30 | $5.4M | 9.4k | 576.83 |
| 2024-06-30 | $5.0M | 9.2k | 547.21 |
| 2024-03-31 | $4.8M | 9.1k | 525.71 |
| 2023-12-31 | $4.2M | 8.8k | 477.62 |
| 2023-09-30 | $3.7M | 8.5k | 429.44 |
| 2023-06-30 | $3.8M | 8.5k | 445.72 |
| 2023-03-31 | $3.5M | 8.5k | 411.06 |
| 2022-12-31 | $3.1M | 8.1k | 384.21 |