iShares S&P 500 Index shares owned by Certus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Certus Wealth Management
from 13F filings
Historical chart of Certus Wealth Management 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 Certus 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 Certus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 12k | 669.30 |
| 2025-06-30 | $7.8M | 13k | 620.90 |
| 2025-03-31 | $7.5M | 13k | 585.71 |
| 2024-12-31 | $7.7M | 13k | 607.75 |
| 2024-09-30 | $7.3M | 13k | 576.82 |
| 2024-06-30 | $5.7M | 10k | 547.23 |
| 2024-03-31 | $6.0M | 12k | 513.84 |
| 2023-12-31 | $5.4M | 11k | 477.63 |
| 2023-09-30 | $4.4M | 10k | 429.43 |