iShares S&P 500 Index shares owned by Keeler & Nadler Financial Planning & Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Keeler & Nadler Financial Planning & Wealth Management
from 13F filings
Historical chart of Keeler & Nadler Financial Planning & Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Keeler & Nadler Financial Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $369k | 539 | 684.71 |
| 2025-09-30 | $351k | 524 | 669.33 |
| 2025-06-30 | $319k | 513 | 621.48 |
| 2025-03-31 | $286k | 512 | 558.00 |
| 2024-12-31 | $300k | 510 | 589.04 |
| 2024-09-30 | $293k | 508 | 577.35 |
| 2024-06-30 | $277k | 506 | 547.76 |
| 2024-03-31 | $266k | 505 | 525.73 |
| 2023-12-31 | $361k | 756 | 477.63 |
| 2021-12-31 | $208k | 437 | 476.75 |
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