iShares S&P 500 Index shares owned by Evelyn Partners Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Evelyn Partners Investment Management
from 13F filings
Historical chart of Evelyn Partners Investment Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Evelyn Partners Investment 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 Evelyn Partners Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.0k | 669.30 |
| 2025-06-30 | $1.1M | 1.8k | 620.90 |
More positions owned by Evelyn Partners Investment Management
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