iShares S&P 500 Index shares owned by Dogwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dogwood Wealth Management
from 13F filings
Historical chart of Dogwood Wealth Management 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 Dogwood 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 Dogwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 8.8k | 669.30 |
| 2025-06-30 | $5.5M | 8.8k | 623.33 |
| 2025-03-31 | $5.5M | 9.8k | 561.90 |
| 2024-12-31 | $7.3M | 13k | 588.68 |
| 2024-09-30 | $7.2M | 13k | 576.82 |
| 2024-06-30 | $6.8M | 13k | 547.23 |
| 2024-03-31 | $6.6M | 13k | 525.73 |
| 2023-12-31 | $6.0M | 13k | 477.63 |