iShares S&P 500 Index shares owned by Independent Wealth Network
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 1.7k | 576.71 |
| 2024-06-30 | $871k | 1.6k | 547.33 |
| 2024-03-31 | $858k | 1.6k | 525.58 |
| 2023-12-31 | $759k | 1.6k | 477.54 |
| 2023-09-30 | $687k | 1.6k | 429.50 |
| 2023-06-30 | $809k | 1.8k | 445.61 |
| 2023-03-31 | $715k | 1.7k | 411.12 |
| 2022-12-31 | $571k | 1.5k | 384.19 |
| 2022-09-30 | $777k | 2.2k | 358.89 |
| 2022-06-30 | $534k | 1.4k | 378.99 |
| 2022-03-31 | $575k | 1.3k | 453.47 |
| 2021-12-31 | $925k | 1.9k | 476.80 |
| 2021-09-30 | $665k | 1.4k | 466.99 |
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