iShares S&P 500 Index shares owned by Oak Hill Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oak Hill Wealth Advisors
from 13F filings
Historical chart of Oak Hill Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Oak Hill Wealth 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 Oak Hill Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 510 | 669.30 |
| 2025-06-30 | $318k | 510 | 623.33 |
| 2025-03-31 | $287k | 510 | 561.90 |
| 2024-09-30 | $303k | 526 | 576.82 |
| 2024-06-30 | $288k | 526 | 547.23 |
| 2024-03-31 | $277k | 526 | 525.73 |
| 2023-12-31 | $251k | 526 | 477.63 |
| 2023-09-30 | $226k | 526 | 429.43 |
| 2023-06-30 | $234k | 526 | 445.71 |
| 2022-12-31 | $218k | 567 | 384.21 |