iShares S&P 500 Index shares owned by Brown Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Brown Wealth Management 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 Brown Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 48k | 669.30 |
| 2025-06-30 | $30M | 49k | 620.90 |
| 2025-03-31 | $25M | 44k | 561.90 |
| 2024-12-31 | $23M | 38k | 588.69 |
| 2024-09-30 | $21M | 37k | 576.82 |
| 2024-06-30 | $14M | 26k | 547.23 |
| 2024-03-31 | $14M | 26k | 525.72 |