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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

Tip: Access up to 7 years of quarterly data

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
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