iShares S&P 500 Index shares owned by Etesian Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Etesian Wealth Advisors
from 13F filings
Historical chart of Etesian Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Etesian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 19k | 669.30 |
| 2025-06-30 | $11M | 18k | 620.90 |
| 2025-03-31 | $9.7M | 17k | 561.90 |
| 2024-12-31 | $8.8M | 15k | 588.68 |
| 2024-09-30 | $7.2M | 12k | 576.82 |
| 2024-06-30 | $3.7M | 6.7k | 547.23 |
| 2024-03-31 | $1.5M | 2.8k | 525.73 |
| 2023-12-31 | $1.4M | 2.9k | 479.00 |
| 2023-09-30 | $1.3M | 3.0k | 429.43 |
| 2023-06-30 | $1.3M | 3.0k | 445.71 |
| 2023-03-31 | $1.3M | 3.1k | 411.08 |
| 2022-12-31 | $1.2M | 3.1k | 384.21 |