iShares S&P 500 Index shares owned by Merkkuri Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Merkkuri Wealth Advisors
from 13F filings
Historical chart of Merkkuri 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 Merkkuri 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 Merkkuri Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.7k | 669.16 |
| 2025-06-30 | $1.8M | 2.8k | 620.97 |
| 2025-03-31 | $3.3M | 5.9k | 561.91 |
| 2024-12-31 | $3.7M | 6.4k | 588.70 |
| 2024-09-30 | $4.1M | 7.1k | 576.84 |
| 2024-06-30 | $4.7M | 8.6k | 547.27 |