iShares S&P 500 Index shares owned by Northwest Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northwest Financial Advisors
from 13F filings
Historical chart of Northwest Financial Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Northwest Financial Advisors 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 Northwest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 669.24 |
| 2025-06-30 | $1.0M | 1.7k | 620.74 |
| 2025-03-31 | $1.1M | 2.0k | 561.77 |
| 2024-12-31 | $1.2M | 2.0k | 588.77 |
| 2024-09-30 | $1.0M | 1.7k | 576.80 |
| 2024-06-30 | $989k | 1.8k | 547.10 |
| 2024-03-31 | $961k | 1.8k | 525.83 |
| 2023-12-31 | $1.6M | 3.3k | 477.61 |
More positions owned by Northwest Financial Advisors
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