iShares S&P 500 Index shares owned by LongView Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LongView Wealth Management
from 13F filings
Historical chart of LongView Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LongView Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.6k | 669.34 |
| 2025-06-30 | $1.3M | 2.1k | 620.82 |
| 2025-03-31 | $973k | 1.7k | 562.00 |
| 2024-12-31 | $882k | 1.5k | 588.60 |
| 2024-09-30 | $832k | 1.4k | 576.67 |
| 2024-06-30 | $684k | 1.3k | 547.04 |
| 2024-03-31 | $559k | 1.1k | 525.69 |
| 2023-12-31 | $482k | 1.0k | 476.01 |
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