iShares S&P 500 Index shares owned by Napa Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Napa Wealth Management
from 13F filings
Historical chart of Napa Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Napa Wealth Management 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 Napa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.1k | 669.31 |
| 2025-06-30 | $3.8M | 6.2k | 620.93 |
| 2025-03-31 | $3.3M | 5.9k | 561.86 |
| 2024-12-31 | $4.1M | 6.9k | 588.59 |
| 2024-09-30 | $2.3M | 4.0k | 576.65 |
| 2024-06-30 | $2.2M | 4.0k | 547.13 |
| 2024-03-31 | $2.0M | 3.9k | 525.67 |
| 2023-12-31 | $2.0M | 4.1k | 477.60 |