iShares S&P 500 Index shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Dynasty 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 Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606M | 906k | 669.30 |
| 2025-06-30 | $458M | 738k | 620.90 |
| 2025-03-31 | $467M | 830k | 561.90 |
| 2024-12-31 | $486M | 826k | 588.68 |
| 2024-09-30 | $369M | 640k | 576.82 |
| 2024-06-30 | $360M | 657k | 547.23 |
| 2024-03-31 | $274M | 521k | 525.73 |