iShares S&P 500 Index shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.6k | 669.35 |
| 2025-06-30 | $4.1M | 6.6k | 620.95 |
| 2025-03-31 | $3.9M | 6.9k | 561.94 |
| 2024-12-31 | $4.1M | 7.0k | 588.72 |
| 2024-09-30 | $4.0M | 7.0k | 576.86 |
| 2024-06-30 | $3.8M | 7.0k | 547.27 |
| 2024-03-31 | $3.7M | 7.0k | 525.77 |
| 2023-12-31 | $3.3M | 7.0k | 477.66 |
| 2023-09-30 | $3.0M | 7.0k | 429.46 |
| 2023-06-30 | $3.1M | 7.0k | 445.74 |
| 2023-03-31 | $2.9M | 7.0k | 411.11 |
| 2022-12-31 | $2.7M | 7.0k | 384.24 |
| 2022-09-30 | $3.1M | 8.7k | 358.63 |
| 2022-06-30 | $2.6M | 7.0k | 379.14 |
| 2022-03-31 | $4.0M | 8.7k | 453.68 |
| 2021-12-31 | $4.2M | 8.7k | 476.98 |
| 2021-09-30 | $3.7M | 8.5k | 430.79 |
| 2021-06-30 | $3.7M | 8.5k | 429.97 |
| 2021-03-31 | $4.1M | 10k | 397.81 |
| 2020-12-31 | $3.9M | 10k | 375.40 |
More positions owned by Oakwell Private Wealth Management
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