iShares S&P 500 Index shares owned by Buck Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Buck Wealth Strategies
from 13F filings
Historical chart of Buck Wealth Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Buck Wealth Strategies 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 Buck Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 103k | 669.30 |
| 2025-06-30 | $58M | 93k | 620.90 |
| 2025-03-31 | $46M | 81k | 561.90 |
| 2024-12-31 | $26M | 44k | 588.68 |
| 2024-09-30 | $15M | 26k | 576.84 |
| 2024-06-30 | $15M | 28k | 547.23 |
| 2024-03-31 | $546k | 1.0k | 525.74 |
| 2023-12-31 | $12M | 26k | 477.64 |
| 2023-09-30 | $11M | 26k | 429.44 |
| 2022-09-30 | $10M | 24k | 429.64 |