iShares S&P 500 Index shares owned by High Note Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by High Note Wealth
from 13F filings
Historical chart of High Note Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by High Note Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 80k | 669.30 |
| 2025-06-30 | $45M | 72k | 620.90 |
| 2025-03-31 | $40M | 70k | 561.90 |
| 2024-09-30 | $32M | 56k | 576.82 |
| 2024-06-30 | $26M | 47k | 547.23 |
| 2024-03-31 | $21M | 39k | 525.73 |
| 2023-12-31 | $12M | 26k | 477.63 |
| 2023-09-30 | $8.5M | 20k | 429.43 |
| 2023-06-30 | $8.2M | 18k | 445.71 |
| 2023-03-31 | $8.2M | 20k | 411.08 |
| 2022-12-31 | $7.7M | 20k | 384.21 |
| 2022-09-30 | $7.7M | 20k | 381.57 |
| 2022-06-30 | $7.6M | 20k | 379.15 |
| 2022-03-31 | $9.1M | 20k | 453.66 |
| 2021-12-31 | $11M | 24k | 476.97 |
| 2021-09-30 | $10M | 24k | 430.78 |
| 2021-06-30 | $10M | 24k | 429.79 |
| 2021-03-31 | $9.9M | 25k | 397.80 |
| 2020-12-31 | $9.3M | 25k | 375.37 |