iShares S&P 500 Index shares owned by New Insight Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by New Insight Wealth Advisors
from 13F filings
Historical chart of New Insight Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by New Insight Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 51k | 669.31 |
| 2025-06-30 | $30M | 49k | 620.90 |
| 2025-03-31 | $28M | 50k | 561.90 |
| 2024-12-31 | $28M | 47k | 588.68 |
| 2024-09-30 | $28M | 48k | 576.82 |
| 2024-06-30 | $24M | 44k | 547.22 |
| 2024-03-31 | $20M | 37k | 525.73 |
| 2023-12-31 | $16M | 34k | 477.63 |
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