iShares S&P 500 Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.5k | 668.89 |
| 2025-06-30 | $789k | 1.4k | 561.57 |
| 2024-12-31 | $842k | 1.4k | 588.40 |
| 2024-09-30 | $830k | 1.4k | 576.79 |
| 2024-06-30 | $695k | 1.3k | 547.24 |
| 2024-03-31 | $652k | 1.2k | 525.81 |
| 2023-12-31 | $629k | 1.3k | 477.60 |
| 2023-09-30 | $577k | 1.3k | 428.68 |
| 2023-06-30 | $599k | 1.3k | 445.02 |
| 2023-03-31 | $516k | 1.3k | 383.36 |
| 2022-12-31 | $482k | 1.3k | 358.36 |
| 2022-09-30 | $483k | 1.3k | 359.11 |
| 2022-06-30 | $503k | 1.3k | 379.34 |
| 2022-03-31 | $602k | 1.3k | 454.00 |
| 2021-12-31 | $784k | 1.6k | 476.89 |
| 2021-09-30 | $708k | 1.6k | 430.66 |
| 2021-06-30 | $707k | 1.6k | 430.05 |
| 2021-03-31 | $756k | 1.9k | 397.89 |
| 2020-12-31 | $608k | 1.6k | 375.31 |
| 2020-09-30 | $544k | 1.6k | 335.80 |
| 2020-06-30 | $502k | 1.6k | 309.88 |
| 2020-03-31 | $459k | 1.8k | 258.16 |
| 2019-12-31 | $1.1M | 3.4k | 323.33 |
| 2019-09-30 | $1.0M | 3.4k | 298.41 |
More positions owned by Efficient Wealth Management
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