iShares S&P 500 Index shares owned by Northwest Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Northwest Wealth Management
from 13F filings
Historical chart of Northwest Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Northwest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.17 |
| 2025-06-30 | $1.0M | 1.6k | 620.75 |
| 2025-03-31 | $898k | 1.6k | 561.76 |
| 2024-12-31 | $1.5M | 2.6k | 588.59 |
| 2024-09-30 | $1.5M | 2.6k | 576.73 |
| 2024-06-30 | $1.5M | 2.8k | 547.15 |
| 2024-03-31 | $1.5M | 2.9k | 525.66 |
| 2023-12-31 | $1.5M | 3.1k | 477.57 |
| 2023-09-30 | $1.3M | 3.1k | 429.38 |
| 2023-06-30 | $1.4M | 3.2k | 445.65 |
| 2023-03-31 | $1.4M | 3.4k | 411.03 |
| 2022-12-31 | $1.3M | 3.4k | 384.16 |
| 2022-09-30 | $2.5M | 6.9k | 358.69 |
| 2022-06-30 | $2.7M | 7.0k | 379.19 |
| 2022-03-31 | $3.6M | 8.0k | 453.71 |
| 2021-12-31 | $3.5M | 7.3k | 476.95 |
| 2021-09-30 | $3.2M | 7.5k | 430.81 |
| 2021-06-30 | $3.4M | 7.9k | 429.88 |
| 2021-03-31 | $3.6M | 9.0k | 397.87 |
| 2020-12-31 | $3.5M | 9.3k | 375.36 |
| 2020-09-30 | $3.1M | 9.2k | 336.08 |
| 2020-06-30 | $2.9M | 9.4k | 309.70 |
| 2020-03-31 | $2.6M | 9.9k | 258.38 |
| 2019-12-31 | $2.4M | 7.4k | 323.32 |
| 2019-09-30 | $2.5M | 8.5k | 298.53 |
| 2019-06-30 | $2.7M | 9.2k | 294.69 |
| 2019-03-31 | $2.7M | 9.5k | 284.61 |
| 2018-12-31 | $2.5M | 9.9k | 251.61 |
| 2018-09-30 | $3.0M | 10k | 292.75 |
| 2018-06-30 | $2.9M | 11k | 273.00 |
| 2018-03-31 | $3.7M | 14k | 265.35 |
| 2017-12-31 | $6.6M | 25k | 268.85 |
| 2017-09-30 | $3.1M | 12k | 252.95 |
| 2017-06-30 | $6.2M | 25k | 243.39 |
| 2017-03-31 | $6.0M | 25k | 237.28 |
| 2016-12-31 | $5.5M | 24k | 224.97 |
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