iShares S&P 500 Index shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 2.9k | 669.31 |
| 2025-06-30 | $1.7M | 2.8k | 620.97 |
| 2025-03-31 | $1.8M | 3.1k | 561.83 |
| 2024-12-31 | $1.4M | 2.4k | 588.66 |
| 2024-09-30 | $1.8M | 3.1k | 576.88 |
| 2024-06-30 | $1.7M | 3.1k | 547.29 |
| 2024-03-31 | $430k | 817 | 525.95 |
| 2023-12-31 | $648k | 1.4k | 477.74 |
| 2023-09-30 | $348k | 807 | 431.18 |
| 2023-06-30 | $360k | 807 | 445.47 |
| 2023-03-31 | $340k | 827 | 411.01 |
| 2022-12-31 | $308k | 803 | 384.03 |
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