iShares S&P 500 Index shares owned by Grant Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Grant Private Wealth Management
from 13F filings
Historical chart of Grant Private Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Grant Private 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 Grant Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 1.2k | 669.30 |
| 2025-06-30 | $254k | 408 | 621.25 |
| 2025-03-31 | $710k | 1.3k | 561.90 |
| 2024-12-31 | $756k | 1.3k | 588.68 |
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