iShares S&P 500 Index shares owned by Moneywise
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moneywise
from 13F filings
Historical chart of Moneywise investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Moneywise
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 669.36 |
| 2025-06-30 | $2.3M | 3.7k | 620.93 |
| 2025-03-31 | $1.9M | 3.3k | 561.87 |
| 2024-12-31 | $2.1M | 3.5k | 588.68 |
| 2024-09-30 | $2.4M | 4.1k | 576.86 |
| 2024-06-30 | $2.0M | 3.7k | 547.21 |
| 2024-03-31 | $2.0M | 3.8k | 525.71 |
| 2023-12-31 | $1.8M | 3.8k | 477.60 |
| 2023-09-30 | $1.4M | 3.4k | 429.46 |
| 2023-06-30 | $1.5M | 3.3k | 445.67 |
| 2023-03-31 | $1.5M | 3.7k | 411.03 |
| 2022-12-31 | $1.3M | 3.3k | 384.16 |
| 2022-09-30 | $1.2M | 3.3k | 358.76 |
| 2022-06-30 | $3.6M | 9.4k | 379.20 |
| 2022-03-31 | $4.9M | 11k | 453.73 |
| 2021-12-31 | $5.4M | 11k | 477.01 |
| 2021-09-30 | $5.8M | 14k | 430.79 |
| 2021-06-30 | $6.4M | 15k | 429.88 |
| 2021-03-31 | $6.3M | 16k | 397.82 |
| 2020-12-31 | $5.9M | 16k | 375.39 |
| 2020-09-30 | $5.4M | 16k | 336.03 |
| 2020-06-30 | $5.0M | 16k | 309.70 |
| 2020-03-31 | $4.0M | 16k | 258.43 |
| 2019-12-31 | $4.4M | 15k | 298.50 |
| 2019-09-30 | $4.6M | 15k | 298.49 |
| 2019-06-30 | $4.5M | 15k | 294.77 |
| 2019-03-31 | $3.8M | 14k | 265.38 |
| 2018-12-31 | $3.8M | 15k | 251.63 |
| 2018-09-30 | $4.4M | 15k | 292.73 |
| 2018-06-30 | $4.1M | 15k | 273.04 |
| 2018-03-31 | $4.0M | 15k | 265.37 |
| 2017-12-31 | $4.5M | 17k | 268.85 |
| 2017-09-30 | $4.2M | 17k | 252.94 |
| 2017-06-30 | $4.2M | 17k | 243.43 |
| 2017-03-31 | $4.2M | 18k | 237.25 |
| 2016-12-31 | $4.0M | 18k | 225.01 |
| 2016-09-30 | $3.8M | 17k | 217.56 |