iShares S&P 500 Index shares owned by Grand Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Grand Wealth 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 Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 543 | 669.30 |
| 2025-06-30 | $337k | 543 | 620.90 |
| 2025-03-31 | $305k | 543 | 561.90 |
| 2024-12-31 | $320k | 543 | 588.68 |
| 2024-09-30 | $313k | 543 | 576.82 |
| 2024-06-30 | $203k | 371 | 547.23 |
| 2024-03-31 | $204k | 388 | 525.73 |
| 2023-12-31 | $185k | 388 | 477.63 |
| 2023-09-30 | $167k | 388 | 429.43 |
| 2023-06-30 | $196k | 440 | 445.71 |
| 2023-03-31 | $276k | 672 | 411.08 |
| 2022-12-31 | $258k | 672 | 384.21 |
| 2022-09-30 | $39k | 109 | 357.80 |
| 2022-06-30 | $41k | 109 | 376.15 |
| 2022-03-31 | $49k | 109 | 449.54 |
| 2021-12-31 | $52k | 109 | 477.06 |