iShares S&P 500 Index shares owned by CI Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth 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 CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3B | 3.5M | 669.34 |
| 2025-06-30 | $1.9B | 3.0M | 612.95 |
| 2025-03-31 | $2.9B | 5.1M | 561.22 |
| 2024-12-31 | $1.2B | 2.3M | 521.92 |
| 2024-09-30 | $1.4B | 2.5M | 574.87 |
| 2024-06-30 | $725M | 1.3M | 546.21 |
| 2024-03-31 | $842M | 1.6M | 525.73 |
| 2023-12-31 | $625M | 1.3M | 477.63 |
| 2023-09-30 | $550M | 1.5M | 359.08 |
| 2023-06-30 | $477M | 1.1M | 445.71 |
| 2023-03-31 | $411M | 999k | 411.08 |
| 2022-12-31 | $375M | 944k | 396.69 |