iShares S&P 500 Index shares owned by NWF Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by NWF Advisory Services
from 13F filings
Historical chart of NWF Advisory Services investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by NWF Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by NWF Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 28k | 669.32 |
| 2025-03-31 | $15M | 26k | 561.89 |
| 2024-09-30 | $16M | 27k | 576.82 |
| 2024-06-30 | $14M | 26k | 547.22 |
| 2024-03-31 | $13M | 26k | 525.74 |
| 2023-12-31 | $11M | 24k | 477.63 |
| 2023-09-30 | $9.9M | 23k | 429.45 |
| 2023-06-30 | $11M | 24k | 445.71 |
| 2023-03-31 | $11M | 24k | 445.71 |