iShares S&P 500 Index shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Invenio Wealth Partners 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 Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $411k | 614 | 669.30 |
| 2025-06-30 | $381k | 614 | 620.90 |
| 2025-03-31 | $345k | 614 | 561.90 |
| 2024-12-31 | $362k | 614 | 588.68 |
| 2024-09-30 | $360k | 624 | 576.82 |
| 2024-06-30 | $389k | 711 | 547.23 |
| 2024-03-31 | $426k | 811 | 525.73 |
| 2023-12-31 | $387k | 811 | 477.63 |
| 2023-09-30 | $366k | 852 | 429.43 |