iShares S&P 500 Index shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 495 | 669.30 |
| 2025-06-30 | $307k | 495 | 620.90 |
| 2025-03-31 | $278k | 495 | 561.90 |
| 2024-12-31 | $291k | 495 | 588.68 |
| 2024-09-30 | $294k | 509 | 576.82 |
| 2024-06-30 | $271k | 495 | 547.23 |
| 2024-03-31 | $260k | 495 | 525.73 |
| 2022-12-31 | $161k | 418 | 384.21 |
| 2022-09-30 | $150k | 418 | 358.85 |
| 2022-06-30 | $158k | 418 | 377.99 |
| 2022-03-31 | $70k | 155 | 451.61 |
| 2021-12-31 | $74k | 155 | 477.42 |
More positions owned by High Net Worth Advisory Group
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