iShares S&P 500 Index shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Elevate Wealth Advisory 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 Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 171 | 669.30 |
| 2025-06-30 | $185k | 298 | 620.90 |
| 2025-03-31 | $96k | 171 | 561.90 |
| 2024-12-31 | $101k | 171 | 588.68 |
| 2024-09-30 | $99k | 171 | 576.82 |
| 2024-06-30 | $94k | 171 | 547.23 |
| 2024-03-31 | $90k | 171 | 525.73 |
| 2023-12-31 | $82k | 171 | 477.63 |