iShares S&P 500 Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cm Wealth Advisors 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 Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 37k | 669.30 |
| 2025-06-30 | $14M | 23k | 620.90 |
| 2025-03-31 | $7.8M | 14k | 561.90 |
| 2024-12-31 | $6.5M | 11k | 588.68 |
| 2024-09-30 | $5.9M | 10k | 576.82 |
| 2024-06-30 | $4.7M | 8.6k | 547.23 |
| 2024-03-31 | $4.7M | 9.0k | 519.86 |
| 2023-12-31 | $4.7M | 9.9k | 477.63 |
| 2023-09-30 | $4.5M | 9.9k | 450.83 |
| 2023-06-30 | $3.9M | 8.4k | 459.22 |
| 2022-12-31 | $2.7M | 6.9k | 384.21 |
| 2022-09-30 | $2.5M | 6.9k | 358.65 |
| 2022-06-30 | $2.7M | 7.0k | 379.15 |