iShares S&P 500 Index shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 26k | 669.30 |
| 2025-06-30 | $16M | 25k | 620.91 |
| 2025-03-31 | $14M | 26k | 561.91 |
| 2024-12-31 | $15M | 25k | 588.68 |
| 2024-09-30 | $14M | 25k | 576.81 |
| 2024-06-30 | $13M | 24k | 547.25 |
| 2024-03-31 | $12M | 23k | 525.72 |
| 2023-12-31 | $11M | 22k | 477.62 |
| 2023-09-30 | $9.5M | 22k | 429.44 |
| 2023-06-30 | $10M | 23k | 445.72 |
| 2023-03-31 | $9.2M | 22k | 411.08 |
| 2022-12-31 | $7.8M | 20k | 384.20 |
| 2022-09-30 | $7.4M | 21k | 358.64 |
| 2022-06-30 | $7.5M | 20k | 379.15 |
| 2022-03-31 | $8.3M | 18k | 453.73 |
| 2021-12-31 | $9.5M | 20k | 476.99 |
| 2021-09-30 | $8.1M | 19k | 430.81 |
| 2021-06-30 | $7.4M | 17k | 429.89 |
| 2021-03-31 | $6.6M | 17k | 397.83 |
| 2020-12-31 | $6.3M | 17k | 375.37 |
| 2020-09-30 | $5.6M | 17k | 336.05 |
| 2020-06-30 | $5.1M | 17k | 309.70 |
| 2020-03-31 | $5.0M | 20k | 258.39 |
| 2019-12-31 | $5.9M | 18k | 323.25 |
| 2019-09-30 | $5.2M | 17k | 298.53 |
| 2019-06-30 | $4.6M | 16k | 294.72 |
| 2019-03-31 | $3.7M | 13k | 284.59 |
| 2018-12-31 | $3.6M | 14k | 251.61 |
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