iShares S&P 500 Index shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 56k | 669.30 |
| 2025-06-30 | $3.0M | 4.8k | 620.90 |
| 2025-03-31 | $2.7M | 4.8k | 561.90 |
| 2024-12-31 | $2.8M | 4.8k | 588.68 |
| 2024-09-30 | $2.8M | 4.8k | 576.82 |
| 2024-06-30 | $786k | 1.4k | 547.23 |
| 2024-03-31 | $756k | 1.4k | 525.73 |
| 2023-12-31 | $686k | 1.4k | 477.63 |
| 2023-09-30 | $620k | 1.4k | 431.42 |
| 2023-06-30 | $641k | 1.4k | 445.71 |
| 2023-03-31 | $615k | 1.5k | 411.08 |
| 2022-12-31 | $290k | 754 | 384.62 |
| 2022-09-30 | $270k | 754 | 358.09 |
| 2022-06-30 | $286k | 754 | 379.31 |
| 2022-03-31 | $342k | 754 | 453.58 |
| 2021-12-31 | $360k | 754 | 477.45 |