iShares S&P 500 Index shares owned by Highline Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Highline Wealth Partners
from 13F filings
Historical chart of Highline Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Highline Wealth Partners 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 Highline Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.3k | 669.27 |
| 2025-06-30 | $1.4M | 2.3k | 620.89 |
| 2025-03-31 | $1.2M | 2.1k | 561.84 |
| 2024-12-31 | $1.4M | 2.4k | 588.59 |
| 2024-09-30 | $1.4M | 2.4k | 576.73 |
| 2024-06-30 | $1.3M | 2.4k | 547.28 |
| 2024-03-31 | $1.3M | 2.4k | 525.71 |
| 2023-12-31 | $1.1M | 2.4k | 477.73 |
| 2023-09-30 | $1.0M | 2.4k | 429.51 |
| 2023-06-30 | $741k | 1.7k | 445.83 |
| 2023-03-31 | $706k | 1.7k | 410.97 |
| 2022-12-31 | $993k | 2.6k | 384.24 |
| 2022-09-30 | $102k | 286 | 358.12 |