iShares S&P 500 Index shares owned by Facet Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Facet Wealth
from 13F filings
Historical chart of Facet Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Facet Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 8.7k | 669.29 |
| 2025-06-30 | $4.0M | 6.3k | 634.86 |
| 2025-03-31 | $3.8M | 6.7k | 566.16 |
| 2024-12-31 | $3.5M | 5.9k | 603.76 |
| 2024-09-30 | $3.9M | 6.7k | 573.72 |
| 2024-06-30 | $3.4M | 6.2k | 544.84 |
| 2024-03-31 | $3.6M | 6.9k | 519.22 |
| 2023-12-31 | $3.4M | 6.9k | 496.38 |
| 2023-09-30 | $2.9M | 7.0k | 419.97 |
| 2023-06-30 | $3.4M | 7.5k | 452.50 |
| 2023-03-31 | $2.1M | 5.0k | 411.08 |
| 2022-12-31 | $2.1M | 5.2k | 409.97 |
| 2022-09-30 | $2.0M | 5.1k | 381.57 |
| 2022-06-30 | $1.9M | 5.0k | 379.23 |
| 2022-03-31 | $1.8M | 3.9k | 453.76 |
| 2021-12-31 | $1.5M | 3.2k | 476.98 |
| 2021-09-30 | $493k | 1.1k | 431.32 |
| 2021-06-30 | $573k | 1.3k | 429.54 |
| 2021-03-31 | $532k | 1.3k | 397.61 |
| 2020-12-31 | $564k | 1.5k | 375.00 |