iShares S&P 500 Index shares owned by Defined Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Defined 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 Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 8.9k | 669.31 |
| 2025-06-30 | $5.5M | 8.9k | 620.91 |
| 2025-03-31 | $5.0M | 8.9k | 561.90 |
| 2024-12-31 | $5.3M | 9.0k | 588.68 |
| 2024-09-30 | $5.2M | 9.0k | 576.82 |
| 2024-06-30 | $4.9M | 9.0k | 547.23 |
| 2024-03-31 | $4.8M | 9.1k | 525.72 |
| 2023-12-31 | $4.3M | 9.1k | 477.62 |
| 2023-09-30 | $3.9M | 9.1k | 429.42 |
| 2023-06-30 | $4.0M | 9.1k | 445.70 |
| 2023-03-31 | $3.7M | 9.0k | 411.06 |
| 2022-12-31 | $8.6M | 22k | 384.22 |
| 2022-09-30 | $7.4M | 21k | 358.65 |
| 2022-06-30 | $7.2M | 19k | 379.16 |
| 2022-03-31 | $11M | 23k | 453.69 |
| 2021-12-31 | $10M | 21k | 476.97 |
| 2021-09-30 | $10M | 24k | 430.80 |
| 2021-06-30 | $9.9M | 23k | 429.92 |
| 2021-03-31 | $9.0M | 23k | 397.84 |
| 2020-12-31 | $7.9M | 21k | 375.42 |