iShares S&P 500 Index shares owned by Mid-American Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mid-American Wealth Advisory Group
from 13F filings
Historical chart of Mid-American Wealth Advisory Group 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 Mid-American Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Mid-American Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 623 | 669.30 |
| 2025-06-30 | $358k | 577 | 620.90 |
| 2025-03-31 | $437k | 777 | 561.90 |
| 2024-12-31 | $519k | 881 | 588.68 |
| 2024-09-30 | $404k | 701 | 576.82 |
| 2024-06-30 | $493k | 901 | 547.23 |
| 2024-03-31 | $508k | 966 | 525.73 |
| 2023-12-31 | $528k | 1.1k | 477.63 |
| 2023-09-30 | $463k | 1.1k | 434.21 |
| 2023-06-30 | $6.0M | 13k | 448.29 |
| 2022-03-31 | $4.4M | 9.8k | 453.70 |
| 2021-12-31 | $1.8M | 3.7k | 476.95 |
More positions owned by Mid-American Wealth Advisory Group
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