iShares S&P 500 Index shares owned by Inlet Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Inlet Private Wealth
from 13F filings
Historical chart of Inlet Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Inlet Private Wealth 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 Inlet Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $266k | 388 | 684.94 |
| 2025-09-30 | $263k | 393 | 669.30 |
| 2025-03-31 | $228k | 406 | 561.91 |
| 2024-09-30 | $490k | 849 | 576.82 |
| 2024-06-30 | $494k | 902 | 547.23 |
| 2024-03-31 | $446k | 848 | 525.73 |
| 2023-12-31 | $426k | 891 | 477.63 |
| 2023-09-30 | $724k | 1.7k | 429.43 |
| 2023-06-30 | $730k | 1.6k | 445.71 |
| 2023-03-31 | $681k | 1.7k | 411.08 |
| 2022-12-31 | $635k | 1.7k | 384.21 |
| 2022-09-30 | $585k | 1.6k | 358.90 |
| 2022-06-30 | $595k | 1.6k | 378.98 |
| 2022-03-31 | $712k | 1.6k | 453.50 |
| 2021-12-31 | $746k | 1.6k | 476.68 |
| 2021-09-30 | $679k | 1.6k | 429.75 |
| 2021-06-30 | $679k | 1.6k | 429.75 |
| 2021-03-31 | $629k | 1.6k | 398.10 |
| 2020-12-31 | $631k | 1.7k | 375.60 |
| 2020-09-30 | $568k | 1.7k | 336.09 |
| 2020-06-30 | $523k | 1.7k | 309.47 |
| 2020-03-31 | $437k | 1.7k | 258.58 |
| 2019-12-31 | $546k | 1.7k | 323.08 |
| 2019-09-30 | $566k | 1.9k | 298.68 |
| 2019-06-30 | $1.7M | 5.7k | 302.44 |
| 2019-03-31 | $1.6M | 5.6k | 284.49 |