iShares S&P 500 Index shares owned by NRI Wealth Management LC
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NRI Wealth Management LC
from 13F filings
Historical chart of NRI Wealth Management LC investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by NRI Wealth Management LC 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 NRI Wealth Management LC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $36M | 59k | 620.90 |
| 2025-03-31 | $32M | 56k | 561.90 |
| 2024-12-31 | $35M | 60k | 588.68 |
| 2024-06-30 | $32M | 58k | 547.23 |
| 2024-03-31 | $30M | 58k | 525.73 |
| 2023-12-31 | $26M | 55k | 477.63 |