iShares S&P 500 Index shares owned by Instrumental Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Instrumental 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 Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 683.25 |
| 2025-06-30 | $9.0M | 14k | 624.98 |
| 2025-03-31 | $7.9M | 14k | 553.21 |
| 2024-12-31 | $8.2M | 14k | 602.88 |
| 2024-09-30 | $7.8M | 13k | 587.17 |
| 2024-06-30 | $7.1M | 13k | 541.36 |
| 2024-03-31 | $6.8M | 13k | 532.57 |
| 2023-12-31 | $7.2M | 15k | 487.61 |
| 2023-09-30 | $6.7M | 15k | 438.05 |
| 2023-06-30 | $7.0M | 16k | 448.28 |
| 2023-03-31 | $6.4M | 16k | 409.73 |