iShares S&P 500 Index shares owned by National Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 17k | 669.30 |
| 2025-06-30 | $8.9M | 14k | 620.92 |
| 2025-03-31 | $7.4M | 13k | 561.89 |
| 2024-12-31 | $7.1M | 12k | 588.69 |
| 2024-09-30 | $6.3M | 11k | 576.84 |
| 2024-06-30 | $5.3M | 9.7k | 547.26 |
| 2024-03-31 | $3.9M | 7.4k | 525.74 |
| 2023-12-31 | $2.9M | 6.1k | 477.61 |
| 2023-09-30 | $2.2M | 5.0k | 429.46 |
| 2023-06-30 | $2.2M | 5.0k | 451.19 |
| 2023-03-31 | $2.1M | 5.0k | 413.39 |
| 2022-12-31 | $826k | 2.2k | 384.19 |
| 2022-09-30 | $443k | 1.2k | 358.65 |
| 2022-06-30 | $438k | 1.2k | 379.15 |
| 2022-03-31 | $946k | 2.1k | 453.71 |
| 2021-12-31 | $1.2M | 2.5k | 476.95 |
More positions owned by National Wealth Management Group
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