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iShares S&P 500 Index shares owned by Challenger Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Challenger Wealth Management from 13F filings

Historical chart of Challenger 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 Challenger 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 Challenger Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $513k 766 669.02
2025-06-30 $489k 787 621.20
2025-03-31 $492k 875 561.91