iShares S&P 500 Index shares owned by Muirfield Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Muirfield Wealth Advisors
from 13F filings
Historical chart of Muirfield Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Muirfield 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 Muirfield Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $981k | 1.5k | 669.26 |
| 2025-06-30 | $910k | 1.5k | 620.70 |
| 2025-03-31 | $878k | 1.6k | 561.90 |
| 2024-12-31 | $1.2M | 2.0k | 588.63 |
| 2024-09-30 | $967k | 1.7k | 576.65 |
| 2024-06-30 | $992k | 1.8k | 547.11 |
| 2024-03-31 | $929k | 1.8k | 525.80 |
| 2023-12-31 | $811k | 1.7k | 477.63 |