iShares S&P 500 Index shares owned by Integrys Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Integrys Wealth Advisors
from 13F filings
Historical chart of Integrys Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Integrys Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 3.3k | 576.75 |
| 2025-06-30 | $1.6M | 2.5k | 620.90 |
| 2025-03-31 | $1.5M | 2.6k | 561.87 |
| 2024-12-31 | $1.6M | 2.7k | 591.51 |
| 2024-09-30 | $1.9M | 3.3k | 576.75 |
| 2024-06-30 | $1.8M | 3.2k | 547.25 |
| 2024-03-31 | $1.7M | 3.3k | 525.69 |
| 2023-12-31 | $1.6M | 3.3k | 474.94 |
| 2023-09-30 | $1.4M | 3.3k | 429.46 |
| 2023-06-30 | $1.5M | 3.3k | 445.74 |
| 2023-03-31 | $1.0M | 2.4k | 411.05 |
| 2022-12-31 | $938k | 2.4k | 384.25 |
| 2022-09-30 | $890k | 2.5k | 358.87 |
| 2022-06-30 | $958k | 2.5k | 379.11 |
| 2022-03-31 | $1.1M | 2.5k | 453.50 |
| 2021-12-31 | $1.2M | 2.5k | 476.99 |
| 2021-09-30 | $1.1M | 2.5k | 430.97 |
| 2021-06-30 | $1.1M | 2.5k | 429.94 |
| 2021-03-31 | $1.0M | 2.5k | 397.77 |
| 2020-12-31 | $949k | 2.5k | 375.54 |
| 2020-09-30 | $849k | 2.5k | 335.97 |
| 2020-06-30 | $809k | 2.6k | 309.72 |
| 2020-03-31 | $693k | 2.7k | 258.29 |
| 2019-12-31 | $1.1M | 3.4k | 323.23 |
| 2019-09-30 | $869k | 2.9k | 298.52 |
| 2019-06-30 | $895k | 3.0k | 294.80 |
| 2019-03-31 | $915k | 3.2k | 284.51 |
| 2018-12-31 | $980k | 3.9k | 251.54 |
| 2018-09-30 | $1.3M | 4.4k | 292.84 |
| 2018-06-30 | $1.7M | 6.2k | 273.00 |
| 2018-03-31 | $2.1M | 7.8k | 265.42 |
| 2017-12-31 | $4.4M | 17k | 268.86 |
| 2017-09-30 | $4.0M | 16k | 252.93 |
| 2017-06-30 | $3.8M | 16k | 243.39 |
| 2017-03-31 | $3.3M | 14k | 237.26 |
| 2016-12-31 | $2.9M | 13k | 224.98 |
| 2016-09-30 | $2.8M | 13k | 217.60 |
| 2016-06-30 | $2.6M | 12k | 210.53 |
| 2016-03-31 | $2.5M | 12k | 206.65 |
| 2015-12-31 | $2.5M | 12k | 204.89 |
| 2015-09-30 | $2.3M | 12k | 192.69 |
| 2015-06-30 | $2.3M | 11k | 207.19 |
| 2015-03-31 | $1.6M | 7.7k | 207.83 |
| 2014-12-31 | $1.2M | 5.7k | 206.94 |