iShares S&P 500 Index shares owned by MN Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by MN Wealth Advisors
from 13F filings
Historical chart of MN 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 MN 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 MN Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.5k | 669.38 |
| 2025-06-30 | $888k | 1.4k | 621.08 |
| 2025-03-31 | $851k | 1.5k | 562.11 |
| 2024-12-31 | $901k | 1.5k | 588.95 |
| 2024-09-30 | $887k | 1.5k | 576.86 |
| 2024-06-30 | $852k | 1.6k | 547.27 |
| 2024-03-31 | $820k | 1.6k | 525.81 |