iShares S&P 500 Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 113 | 669.30 |
| 2025-06-30 | $70k | 113 | 620.90 |
| 2025-03-31 | $64k | 113 | 561.90 |
| 2024-12-31 | $67k | 113 | 588.68 |
| 2022-12-31 | $130k | 337 | 384.21 |
| 2022-09-30 | $121k | 337 | 359.05 |
| 2022-06-30 | $128k | 337 | 379.82 |
| 2022-03-31 | $153k | 337 | 454.01 |
| 2021-12-31 | $291k | 611 | 476.27 |
| 2021-09-30 | $263k | 611 | 430.44 |
| 2021-06-30 | $319k | 741 | 430.50 |
| 2021-03-31 | $295k | 741 | 398.11 |
| 2020-12-31 | $278k | 741 | 375.17 |
| 2020-09-30 | $249k | 741 | 336.03 |
| 2020-06-30 | $229k | 741 | 309.04 |
| 2020-03-31 | $191k | 741 | 257.76 |
| 2019-12-31 | $240k | 741 | 323.89 |
| 2019-09-30 | $231k | 775 | 298.06 |
| 2019-06-30 | $228k | 775 | 294.19 |
| 2019-03-31 | $221k | 775 | 285.16 |
| 2018-12-31 | $211k | 775 | 272.26 |