iShares S&P 500 Index shares owned by Melfa Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Melfa Wealth Management
from 13F filings
Historical chart of Melfa Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Melfa Wealth Management 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 Melfa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 4.9k | 669.24 |
| 2025-06-30 | $3.0M | 4.9k | 620.86 |
| 2025-03-31 | $2.7M | 4.9k | 561.92 |
| 2024-12-31 | $2.9M | 4.9k | 588.71 |
| 2024-09-30 | $2.9M | 5.0k | 576.84 |
| 2024-06-30 | $2.8M | 5.0k | 547.24 |
| 2024-03-31 | $2.5M | 4.8k | 525.75 |