iShares S&P 500 Index shares owned by Discipline Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Discipline Wealth Solutions
from 13F filings
Historical chart of Discipline Wealth Solutions investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Discipline Wealth Solutions 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 Discipline Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 5.9k | 669.36 |
| 2025-06-30 | $3.1M | 5.1k | 620.93 |
| 2025-03-31 | $2.6M | 4.6k | 561.92 |
| 2024-12-31 | $2.7M | 4.7k | 588.73 |
| 2024-09-30 | $2.6M | 4.6k | 576.76 |
| 2024-06-30 | $210k | 383 | 547.33 |
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