iShares S&P 500 Index shares owned by Brown Miller Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brown Miller Wealth Management
from 13F filings
Historical chart of Brown Miller Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Brown Miller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 669.41 |
| 2025-06-30 | $1.7M | 2.8k | 620.97 |
| 2025-03-31 | $1.9M | 3.4k | 561.91 |
| 2024-12-31 | $5.4M | 9.2k | 588.69 |
| 2024-09-30 | $5.2M | 9.0k | 576.78 |
| 2024-06-30 | $4.1M | 7.5k | 547.30 |
| 2024-03-31 | $3.7M | 7.1k | 525.67 |
| 2023-12-31 | $2.8M | 5.9k | 477.64 |
| 2023-09-30 | $2.4M | 5.7k | 429.45 |
| 2023-06-30 | $2.0M | 4.5k | 445.74 |
| 2023-03-31 | $2.0M | 4.8k | 411.09 |
| 2022-12-31 | $2.2M | 5.7k | 384.17 |
| 2022-09-30 | $1.3M | 3.7k | 358.57 |
| 2022-06-30 | $1.4M | 3.7k | 378.95 |
| 2022-03-31 | $1.6M | 3.6k | 453.77 |
| 2021-12-31 | $1.5M | 3.1k | 476.83 |
| 2021-09-30 | $1.4M | 3.2k | 430.77 |
| 2021-06-30 | $1.2M | 2.8k | 429.65 |
| 2021-03-31 | $1.0M | 2.6k | 397.94 |
| 2020-12-31 | $1.0M | 2.7k | 375.50 |
More positions owned by Brown Miller Wealth Management
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