iShares S&P 500 Index shares owned by IronBridge Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IronBridge Private Wealth
from 13F filings
Historical chart of IronBridge Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by IronBridge 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 IronBridge Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.8k | 669.18 |
| 2025-06-30 | $1.1M | 1.8k | 620.79 |
| 2025-03-31 | $1.0M | 1.8k | 561.80 |
| 2024-12-31 | $1.1M | 1.8k | 588.57 |
| 2024-09-30 | $1.1M | 1.8k | 576.72 |
| 2024-03-31 | $961k | 1.8k | 525.63 |
| 2023-12-31 | $528k | 1.1k | 477.49 |
| 2021-12-31 | $60k | 125 | 480.00 |
| 2021-09-30 | $2.0k | 4 | 500.00 |
| 2021-06-30 | $25M | 57k | 429.91 |
| 2021-03-31 | $2.0k | 4 | 500.00 |
| 2020-12-31 | $2.0k | 4 | 500.00 |