iShares S&P 500 Index shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Medallion 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 Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $5.3M | 8.1k | 654.25 |
| 2025-12-31 | $5.2M | 7.7k | 684.17 |
| 2025-09-30 | $4.9M | 7.3k | 668.46 |
| 2025-06-30 | $4.3M | 6.9k | 620.15 |
| 2025-03-31 | $3.9M | 6.9k | 563.79 |
| 2024-12-31 | $3.7M | 6.2k | 588.68 |