iShares S&P 500 Index shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Delap Wealth Advisory 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 Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.8k | 671.84 |
| 2025-06-30 | $1.8M | 2.8k | 620.90 |
| 2025-03-31 | $2.0M | 3.5k | 561.83 |
| 2024-12-31 | $1.8M | 3.1k | 588.68 |
| 2024-09-30 | $903k | 1.6k | 576.82 |
| 2024-06-30 | $859k | 1.6k | 547.23 |
| 2024-03-31 | $854k | 1.6k | 525.73 |
| 2023-12-31 | $1.6M | 3.4k | 477.63 |
| 2023-09-30 | $745k | 1.7k | 429.43 |
| 2023-06-30 | $773k | 1.7k | 445.71 |
| 2023-03-31 | $713k | 1.7k | 411.08 |
| 2022-12-31 | $666k | 1.7k | 384.21 |