iShares S&P 500 Index shares owned by My Purposeful Wealth Corp.
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by My Purposeful Wealth Corp.
from 13F filings
Historical chart of My Purposeful Wealth Corp. investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by My Purposeful Wealth Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by My Purposeful Wealth Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 31k | 669.30 |
| 2025-06-30 | $20M | 31k | 635.78 |
| 2025-03-31 | $18M | 33k | 561.89 |
| 2024-12-31 | $23M | 39k | 588.68 |
| 2024-09-30 | $22M | 39k | 576.83 |
| 2024-06-30 | $21M | 38k | 547.23 |
| 2024-03-31 | $17M | 33k | 525.73 |
| 2023-12-31 | $8.8M | 19k | 477.62 |
| 2023-09-30 | $6.6M | 15k | 429.42 |
| 2023-06-30 | $831k | 1.9k | 445.70 |
| 2023-03-31 | $659k | 1.6k | 411.14 |
| 2022-12-31 | $678k | 1.8k | 384.31 |
More positions owned by My Purposeful Wealth Corp.
View all positions for My Purposeful Wealth Corp.