iShares S&P 500 Index shares owned by Iams Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Iams 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 Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $343k | 501 | 684.94 |
| 2025-09-30 | $334k | 499 | 669.30 |
| 2025-03-31 | $777k | 1.4k | 561.90 |
| 2024-12-31 | $761k | 1.3k | 588.68 |
| 2024-09-30 | $725k | 1.3k | 576.82 |
| 2024-06-30 | $625k | 1.1k | 547.23 |
| 2024-03-31 | $551k | 1.1k | 508.68 |
| 2023-12-31 | $1.2M | 2.5k | 477.63 |
| 2023-09-30 | $1.4M | 3.4k | 429.43 |
| 2023-06-30 | $1.9M | 4.2k | 441.86 |
| 2023-03-31 | $744k | 1.8k | 406.07 |
| 2022-12-31 | $538k | 1.4k | 384.21 |