iShares S&P 500 Index shares owned by Mittelman Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mittelman Wealth Management
from 13F filings
Historical chart of Mittelman Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Mittelman 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 Mittelman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 456 | 670.07 |
| 2025-06-30 | $296k | 477 | 621.02 |
| 2025-03-31 | $646k | 1.1k | 562.20 |
| 2024-12-31 | $710k | 1.2k | 588.68 |
| 2024-09-30 | $699k | 1.2k | 576.82 |
| 2024-06-30 | $676k | 1.2k | 547.23 |
| 2024-03-31 | $691k | 1.3k | 525.73 |
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