iShares S&P 500 Index shares owned by Horizons Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Horizons Wealth Management
from 13F filings
Historical chart of Horizons Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Horizons Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $842k | 1.3k | 669.23 |
| 2025-06-30 | $815k | 1.3k | 620.84 |
| 2025-03-31 | $737k | 1.3k | 561.84 |
| 2024-12-31 | $715k | 1.2k | 588.68 |
| 2024-09-30 | $731k | 1.3k | 576.82 |
| 2024-06-30 | $710k | 1.3k | 551.98 |
| 2024-03-31 | $732k | 1.5k | 477.63 |
| 2023-09-30 | $695k | 1.6k | 429.43 |
| 2023-06-30 | $726k | 1.6k | 445.51 |
| 2023-03-31 | $668k | 1.6k | 411.07 |
| 2022-12-31 | $566k | 1.5k | 384.25 |
| 2022-09-30 | $492k | 1.4k | 358.34 |
| 2022-06-30 | $590k | 1.4k | 429.72 |
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