iShares S&P 500 Index shares owned by Family Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Family Wealth Partners
from 13F filings
Historical chart of Family Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Family Wealth Partners 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 Family Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 2.6k | 684.96 |
| 2025-09-30 | $1.8M | 2.6k | 669.32 |
| 2025-06-30 | $1.6M | 2.6k | 620.91 |
| 2025-03-31 | $1.5M | 2.6k | 561.91 |
| 2024-12-31 | $1.5M | 2.6k | 588.59 |
| 2024-09-30 | $1.5M | 2.7k | 576.78 |
| 2024-06-30 | $1.5M | 2.7k | 547.22 |
| 2024-03-31 | $1.4M | 2.6k | 525.63 |
| 2023-12-31 | $1.2M | 2.6k | 477.63 |