iShares S&P 500 Index shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by BSW Wealth Partners 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 BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129M | 193k | 669.30 |
| 2025-06-30 | $116M | 186k | 620.90 |
| 2025-03-31 | $98M | 174k | 561.90 |
| 2024-12-31 | $105M | 177k | 588.68 |
| 2024-09-30 | $102M | 176k | 576.82 |
| 2024-06-30 | $95M | 173k | 547.23 |
| 2024-03-31 | $89M | 169k | 525.73 |
| 2023-12-31 | $76M | 158k | 477.63 |
| 2023-09-30 | $66M | 155k | 429.43 |
| 2023-06-30 | $70M | 157k | 445.71 |
| 2023-03-31 | $66M | 160k | 411.08 |
| 2022-12-31 | $60M | 157k | 384.21 |
| 2022-09-30 | $58M | 162k | 358.65 |
| 2022-06-30 | $60M | 159k | 379.15 |
| 2022-03-31 | $71M | 157k | 453.69 |
| 2021-12-31 | $73M | 154k | 476.99 |
| 2021-09-30 | $70M | 163k | 430.82 |
| 2021-06-30 | $70M | 163k | 429.92 |
| 2021-03-31 | $74M | 187k | 397.82 |
| 2020-12-31 | $65M | 172k | 375.39 |
| 2020-09-30 | $58M | 172k | 336.06 |
| 2020-06-30 | $66M | 213k | 309.69 |
| 2020-03-31 | $54M | 211k | 258.40 |
| 2019-12-31 | $64M | 199k | 323.24 |
| 2019-09-30 | $54M | 180k | 298.52 |
| 2019-06-30 | $52M | 178k | 294.75 |
| 2019-03-31 | $51M | 178k | 284.56 |
| 2018-12-31 | $33M | 131k | 251.61 |
| 2018-09-30 | $41M | 141k | 292.73 |
| 2018-06-30 | $38M | 140k | 273.05 |
| 2018-03-31 | $36M | 134k | 265.37 |
| 2017-12-31 | $40M | 148k | 268.85 |
| 2017-09-30 | $38M | 149k | 252.93 |
| 2017-06-30 | $37M | 151k | 243.41 |
| 2017-03-31 | $34M | 143k | 237.27 |
| 2016-12-31 | $32M | 144k | 224.99 |
| 2016-09-30 | $142k | 31k | 4.60 |
| 2016-06-30 | $31M | 149k | 210.50 |
| 2016-03-31 | $33M | 158k | 206.65 |
| 2015-12-31 | $42M | 204k | 204.87 |
| 2015-09-30 | $35M | 180k | 192.71 |
| 2015-06-30 | $35M | 167k | 207.22 |
| 2015-03-31 | $35M | 167k | 207.83 |
| 2014-12-31 | $11M | 54k | 206.88 |
| 2014-09-30 | $9.4M | 48k | 198.26 |
| 2014-06-30 | $8.3M | 42k | 197.01 |
| 2014-03-31 | $7.8M | 42k | 188.14 |
| 2013-12-31 | $3.6M | 20k | 185.67 |
| 2013-09-30 | $3.2M | 19k | 168.87 |
| 2013-06-30 | $2.8M | 17k | 160.87 |