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iShares S&P 500 Index shares owned by Granite Bay Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Granite Bay Wealth Management from 13F filings

Historical chart of Granite Bay Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Granite Bay 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 Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.6k 669.30
2025-03-31 $214k 381 561.68
2024-12-31 $221k 375 589.33
2024-06-30 $983k 1.8k 547.33
2023-12-31 $16M 35k 447.52
2023-09-30 $16M 35k 447.29
2023-03-31 $1.8M 4.3k 411.05
2022-12-31 $371k 965 384.46