iShares S&P 500 Index shares owned by Maltin Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Maltin Wealth Management
from 13F filings
Historical chart of Maltin Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Maltin Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 564 | 669.79 |
| 2025-06-30 | $349k | 563 | 620.59 |
| 2025-03-31 | $321k | 571 | 562.04 |
| 2024-12-31 | $273k | 463 | 589.13 |
| 2024-09-30 | $268k | 465 | 576.42 |
| 2024-06-30 | $253k | 463 | 547.09 |
| 2024-03-31 | $243k | 462 | 525.18 |
| 2023-06-30 | $68M | 153k | 445.71 |
| 2022-09-30 | $241k | 673 | 358.10 |
| 2022-06-30 | $228k | 602 | 378.74 |
| 2022-03-31 | $305k | 673 | 453.19 |
| 2021-12-31 | $352k | 738 | 476.96 |
| 2021-09-30 | $298k | 692 | 430.64 |
| 2021-06-30 | $295k | 686 | 430.03 |
| 2021-03-31 | $225k | 565 | 398.23 |
| 2019-12-31 | $256k | 791 | 323.64 |