iShares S&P 500 Index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $743k | 1.1k | 669.08 |
| 2025-06-30 | $688k | 1.1k | 620.75 |
| 2025-03-31 | $610k | 1.1k | 561.77 |
| 2024-12-31 | $656k | 1.1k | 588.57 |
| 2024-09-30 | $696k | 1.2k | 576.79 |
| 2024-06-30 | $658k | 1.2k | 547.40 |
| 2024-03-31 | $715k | 1.4k | 525.62 |
| 2023-12-31 | $505k | 1.1k | 477.75 |
| 2023-09-30 | $494k | 1.2k | 429.33 |
| 2023-06-30 | $512k | 1.2k | 445.60 |
| 2023-03-31 | $316k | 769 | 411.18 |
| 2022-12-31 | $472k | 1.2k | 384.35 |
| 2022-09-30 | $572k | 1.6k | 358.40 |
| 2022-06-30 | $771k | 2.0k | 379.06 |
| 2022-03-31 | $890k | 2.0k | 453.85 |
| 2021-12-31 | $831k | 1.7k | 477.04 |
| 2021-09-30 | $30k | 70 | 428.57 |
| 2021-06-30 | $30k | 70 | 428.57 |
| 2021-03-31 | $28k | 70 | 400.00 |