iShares S&P 500 Index shares owned by Compass Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Compass Wealth Management 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 Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 945 | 669.30 |
| 2025-06-30 | $633k | 1.0k | 620.90 |
| 2025-03-31 | $574k | 1.0k | 561.90 |
| 2024-12-31 | $576k | 979 | 588.68 |
| 2024-09-30 | $565k | 979 | 576.82 |
| 2024-06-30 | $591k | 1.1k | 547.23 |
| 2024-03-31 | $567k | 1.1k | 525.73 |
| 2023-12-31 | $515k | 1.1k | 477.63 |
| 2023-09-30 | $245k | 570 | 429.43 |
| 2023-06-30 | $254k | 570 | 445.71 |
| 2023-03-31 | $234k | 570 | 411.08 |
| 2022-12-31 | $219k | 570 | 384.21 |