iShares S&P 500 Index shares owned by Chokshi & Queen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Chokshi & Queen Wealth Advisors
from 13F filings
Historical chart of Chokshi & Queen Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Chokshi & Queen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 66k | 669.30 |
| 2025-06-30 | $40M | 65k | 620.90 |
| 2025-03-31 | $35M | 62k | 561.90 |
| 2024-12-31 | $37M | 62k | 588.68 |
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