iShares S&P 500 Index shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Icon Wealth Advisors 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 Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $95M | 142k | 669.30 |
| 2025-06-30 | $89M | 143k | 620.90 |
| 2025-03-31 | $104M | 185k | 561.90 |
| 2024-12-31 | $115M | 195k | 588.68 |
| 2024-09-30 | $115M | 199k | 576.82 |
| 2024-03-31 | $125M | 237k | 525.73 |
| 2023-12-31 | $134M | 280k | 477.63 |
| 2022-12-31 | $74M | 193k | 384.21 |
| 2022-09-30 | $72M | 200k | 358.65 |