iShares S&P 500 Index shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 9.7k | 669.28 |
| 2025-06-30 | $6.9M | 11k | 620.90 |
| 2025-03-31 | $6.2M | 11k | 561.90 |
| 2024-12-31 | $6.5M | 11k | 588.68 |
| 2024-06-30 | $6.1M | 11k | 548.41 |
| 2024-03-31 | $5.9M | 11k | 525.73 |
| 2023-12-31 | $5.4M | 11k | 477.63 |
| 2023-09-30 | $4.9M | 11k | 431.37 |
| 2023-06-30 | $5.0M | 11k | 445.71 |
| 2023-03-31 | $4.6M | 11k | 411.08 |
| 2022-12-31 | $4.5M | 12k | 384.21 |
| 2022-09-30 | $4.2M | 12k | 358.62 |
| 2022-06-30 | $4.5M | 12k | 379.13 |
| 2022-03-31 | $5.4M | 12k | 453.65 |
| 2021-12-31 | $5.6M | 12k | 477.03 |
| 2021-09-30 | $5.1M | 12k | 430.81 |
| 2021-06-30 | $5.6M | 13k | 429.91 |
| 2021-03-31 | $5.2M | 13k | 397.80 |
| 2020-12-31 | $4.5M | 12k | 375.36 |
| 2020-09-30 | $3.7M | 11k | 336.05 |
| 2020-06-30 | $3.2M | 10k | 309.70 |
| 2020-03-31 | $2.7M | 10k | 258.38 |
| 2019-12-31 | $3.5M | 11k | 323.27 |
| 2019-09-30 | $3.2M | 11k | 304.95 |
| 2019-06-30 | $2.9M | 10k | 294.75 |
| 2019-03-31 | $2.8M | 10k | 284.56 |
| 2018-12-31 | $2.5M | 9.8k | 251.61 |
More positions owned by Graves-Light Private Wealth Management
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