iShares S&P 500 Index shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Collaborative Wealth Managment 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 Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $846k | 1.3k | 669.41 |
| 2025-06-30 | $788k | 1.3k | 620.93 |
| 2025-03-31 | $675k | 1.2k | 561.69 |
| 2024-12-31 | $747k | 1.3k | 588.45 |
| 2024-09-30 | $714k | 1.2k | 576.81 |
| 2024-06-30 | $614k | 1.1k | 547.00 |
| 2024-03-31 | $509k | 967 | 525.84 |
| 2023-12-31 | $463k | 969 | 477.50 |
| 2023-09-30 | $1.1M | 2.6k | 429.47 |
| 2023-06-30 | $1.2M | 2.6k | 445.75 |
| 2023-03-31 | $1.0M | 2.5k | 411.11 |
| 2022-12-31 | $947k | 2.5k | 384.18 |
More positions owned by Collaborative Wealth Managment
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