iShares S&P 500 Index shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Great Waters 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 Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $927k | 1.4k | 669.41 |
| 2025-06-30 | $780k | 1.3k | 620.86 |
| 2025-03-31 | $705k | 1.3k | 561.70 |
| 2024-12-31 | $799k | 1.4k | 588.77 |
| 2024-09-30 | $765k | 1.3k | 576.73 |
| 2024-06-30 | $725k | 1.3k | 547.28 |
| 2024-03-31 | $696k | 1.3k | 525.67 |
| 2023-12-31 | $625k | 1.3k | 471.18 |
| 2023-09-30 | $563k | 1.3k | 431.46 |
| 2023-06-30 | $580k | 1.3k | 445.81 |
| 2023-03-31 | $539k | 1.3k | 413.89 |
| 2022-12-31 | $524k | 1.3k | 402.22 |
More positions owned by Great Waters Wealth Management
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