iShares S&P 500 Index shares owned by Chicago Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Chicago Wealth Management
from 13F filings
Historical chart of Chicago 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 Chicago Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Chicago Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.9k | 669.30 |
| 2025-06-30 | $1.2M | 1.9k | 620.90 |
| 2025-03-31 | $1.0M | 1.9k | 561.90 |
| 2024-12-31 | $1.1M | 1.9k | 588.68 |
| 2024-09-30 | $1.1M | 1.9k | 576.82 |
| 2024-06-30 | $1.0M | 1.9k | 547.23 |
| 2024-03-31 | $1.0M | 1.9k | 525.73 |
| 2023-12-31 | $822k | 1.7k | 477.63 |
| 2023-09-30 | $739k | 1.7k | 429.43 |
| 2023-06-30 | $767k | 1.7k | 445.71 |
| 2023-03-31 | $745k | 1.8k | 411.08 |
| 2022-12-31 | $696k | 1.8k | 384.21 |