iShares S&P 500 Index shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 669.34 |
| 2025-06-30 | $1.8M | 2.8k | 620.89 |
| 2025-03-31 | $1.6M | 2.8k | 562.01 |
| 2024-12-31 | $1.7M | 2.8k | 588.72 |
| 2024-09-30 | $1.7M | 3.0k | 576.79 |
| 2024-06-30 | $1.6M | 2.9k | 547.26 |
| 2024-03-31 | $1.7M | 3.2k | 525.74 |
| 2023-12-31 | $1.4M | 2.9k | 477.68 |
| 2023-09-30 | $1.3M | 2.9k | 429.28 |
| 2023-06-30 | $1.3M | 3.0k | 445.65 |
| 2023-03-31 | $1.2M | 3.0k | 411.24 |
| 2022-12-31 | $1.1M | 3.0k | 384.34 |
| 2022-09-30 | $1.3M | 3.5k | 358.56 |
| 2022-06-30 | $1.3M | 3.5k | 378.95 |
| 2022-03-31 | $1.6M | 3.5k | 453.47 |
| 2021-12-31 | $1.7M | 3.5k | 476.82 |
| 2021-09-30 | $1.5M | 3.5k | 430.64 |
| 2021-06-30 | $1.5M | 3.4k | 429.78 |
| 2021-03-31 | $1.6M | 4.1k | 397.64 |
| 2020-12-31 | $1.4M | 3.8k | 375.20 |
| 2020-09-30 | $1.3M | 3.9k | 335.84 |
| 2020-06-30 | $1.3M | 4.1k | 309.74 |
| 2020-03-31 | $911k | 3.5k | 258.37 |
| 2019-12-31 | $1.5M | 4.7k | 323.07 |
| 2019-09-30 | $1.3M | 4.4k | 298.35 |
| 2019-06-30 | $1.3M | 4.3k | 294.60 |
| 2019-03-31 | $1.1M | 3.8k | 284.45 |
| 2018-12-31 | $1.1M | 4.4k | 249.60 |
More positions owned by Brandywine Oak Private Wealth
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