iShares S&P 500 Index shares owned by Novak & Powell Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Novak & Powell Financial Services
from 13F filings
Historical chart of Novak & Powell Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Novak & Powell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 885 | 669.29 |
| 2025-06-30 | $346k | 557 | 620.48 |
| 2025-03-31 | $313k | 556 | 562.15 |
| 2024-09-30 | $586k | 1.0k | 577.03 |
| 2024-06-30 | $620k | 1.1k | 547.23 |
| 2024-03-31 | $370k | 703 | 525.90 |
| 2023-12-31 | $210k | 443 | 474.89 |
More positions owned by Novak & Powell Financial Services
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