iShares S&P 500 Index shares owned by Crestmont Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Crestmont Private Wealth
from 13F filings
Historical chart of Crestmont Private Wealth 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 Crestmont Private Wealth 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 Crestmont Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $65M | 98k | 669.30 |
| 2025-06-30 | $62M | 99k | 620.90 |
| 2025-03-31 | $57M | 101k | 561.90 |
| 2024-12-31 | $60M | 102k | 588.68 |
| 2024-09-30 | $58M | 101k | 576.82 |
| 2024-06-30 | $53M | 98k | 547.23 |
| 2024-03-31 | $55M | 104k | 525.73 |
| 2023-12-31 | $53M | 111k | 477.63 |
| 2023-09-30 | $45M | 105k | 429.43 |
| 2023-06-30 | $45M | 102k | 445.71 |
| 2023-03-31 | $40M | 96k | 411.08 |
| 2022-12-31 | $37M | 97k | 384.21 |
| 2022-09-30 | $35M | 96k | 358.65 |
| 2022-06-30 | $35M | 91k | 379.15 |
| 2022-03-31 | $40M | 87k | 453.69 |
| 2021-12-31 | $41M | 85k | 476.99 |