iShares S&P 500 Index shares owned by Elk River Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Elk River Wealth Management
from 13F filings
Historical chart of Elk River Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Elk River Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 52k | 669.30 |
| 2025-06-30 | $32M | 51k | 620.90 |
| 2025-03-31 | $29M | 51k | 561.90 |
| 2024-12-31 | $29M | 50k | 588.68 |
| 2024-09-30 | $29M | 51k | 576.83 |
| 2024-06-30 | $27M | 50k | 547.23 |
| 2024-03-31 | $26M | 50k | 525.74 |
| 2023-12-31 | $29M | 60k | 477.63 |
| 2023-09-30 | $26M | 59k | 431.42 |
| 2023-06-30 | $26M | 59k | 445.71 |
| 2023-03-31 | $24M | 58k | 411.08 |
| 2022-12-31 | $19M | 49k | 384.21 |
| 2022-09-30 | $17M | 48k | 358.65 |
| 2022-06-30 | $18M | 48k | 379.16 |
| 2022-03-31 | $20M | 45k | 453.70 |
| 2021-12-31 | $17M | 40k | 430.83 |
| 2021-09-30 | $17M | 40k | 430.83 |
| 2021-06-30 | $16M | 37k | 429.93 |
| 2021-03-31 | $14M | 35k | 397.82 |
| 2020-12-31 | $12M | 32k | 375.40 |
More positions owned by Elk River Wealth Management
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