iShares S&P 500 Index shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors 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 Continuum Wealth Advisors 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 Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 42k | 669.30 |
| 2025-06-30 | $25M | 40k | 620.90 |
| 2025-03-31 | $30M | 53k | 561.90 |
| 2024-12-31 | $31M | 53k | 588.67 |
| 2024-09-30 | $29M | 50k | 576.82 |
| 2024-06-30 | $29M | 53k | 547.23 |
| 2024-03-31 | $22M | 42k | 525.73 |
| 2023-12-31 | $17M | 36k | 477.63 |
| 2023-09-30 | $8.0M | 19k | 429.43 |
| 2023-06-30 | $7.6M | 17k | 445.71 |
| 2023-03-31 | $328k | 797 | 411.08 |
| 2022-12-31 | $314k | 817 | 384.21 |