iShares S&P 500 Index shares owned by Core Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Core Wealth Partners 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 Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 771 | 669.36 |
| 2025-06-30 | $478k | 770 | 621.03 |
| 2025-03-31 | $432k | 769 | 562.06 |
| 2024-12-31 | $452k | 768 | 588.90 |
| 2024-09-30 | $437k | 757 | 576.97 |
| 2024-03-31 | $397k | 755 | 525.84 |
| 2023-12-31 | $360k | 754 | 477.77 |
| 2023-09-30 | $323k | 752 | 429.23 |
| 2023-06-30 | $335k | 752 | 445.50 |
| 2023-03-31 | $309k | 751 | 410.94 |