iShares S&P 500 Index shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $80M | 120k | 671.62 |
| 2025-06-30 | $75M | 120k | 620.90 |
| 2025-03-31 | $33M | 59k | 561.90 |
| 2024-12-31 | $27M | 46k | 588.68 |
| 2024-09-30 | $19M | 32k | 576.82 |
| 2024-06-30 | $18M | 32k | 547.23 |
| 2024-03-31 | $15M | 29k | 525.73 |
| 2023-12-31 | $3.2M | 6.7k | 477.64 |