iShares S&P 500 Index shares owned by Naviter Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 3.7k | 669.30 |
| 2025-06-30 | $2.3M | 3.7k | 620.90 |
| 2025-03-31 | $2.3M | 4.1k | 558.12 |
| 2024-12-31 | $2.2M | 3.7k | 588.68 |
| 2024-09-30 | $2.2M | 3.7k | 576.82 |
| 2024-06-30 | $2.0M | 3.7k | 547.23 |
| 2024-03-31 | $2.0M | 3.7k | 525.73 |
| 2023-12-31 | $1.9M | 3.9k | 477.63 |
| 2023-09-30 | $425k | 986 | 431.42 |
| 2023-06-30 | $451k | 1.0k | 445.71 |
| 2022-09-30 | $717k | 2.0k | 358.50 |
| 2022-06-30 | $763k | 2.0k | 379.04 |
| 2022-03-31 | $912k | 2.0k | 453.73 |
| 2021-12-31 | $2.6M | 5.5k | 476.91 |