iShares S&P 500 Index shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 8.9k | 669.32 |
| 2025-06-30 | $5.6M | 9.0k | 620.90 |
| 2025-03-31 | $5.9M | 11k | 559.35 |
| 2024-12-31 | $6.3M | 11k | 588.68 |
| 2024-09-30 | $534k | 925 | 576.82 |
| 2024-06-30 | $351k | 642 | 547.23 |
| 2024-03-31 | $257k | 489 | 525.73 |
| 2023-09-30 | $345k | 804 | 429.43 |
| 2023-06-30 | $243k | 544 | 445.71 |
| 2022-12-31 | $392k | 1.0k | 384.21 |
| 2021-12-31 | $337k | 707 | 476.99 |
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