iShares S&P 500 Index shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Kingswood Wealth Advisors 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 32k | 669.29 |
| 2025-06-30 | $18M | 29k | 620.89 |
| 2025-03-31 | $12M | 22k | 562.13 |
| 2024-12-31 | $15M | 25k | 588.70 |
| 2024-09-30 | $13M | 22k | 576.50 |
| 2024-06-30 | $11M | 20k | 547.25 |
| 2024-03-31 | $9.2M | 18k | 525.74 |
| 2023-12-31 | $7.8M | 16k | 477.63 |
| 2023-09-30 | $5.3M | 12k | 429.43 |
| 2023-06-30 | $1.1M | 2.4k | 445.71 |