iShares S&P 500 Index shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.3k | 669.20 |
| 2025-06-30 | $1.1M | 1.7k | 620.90 |
| 2025-03-31 | $2.0M | 3.5k | 561.90 |
| 2024-12-31 | $2.0M | 3.3k | 588.68 |
| 2024-09-30 | $2.0M | 3.4k | 576.82 |
| 2024-06-30 | $1.8M | 3.2k | 547.23 |
| 2024-03-31 | $950k | 1.8k | 525.73 |
| 2023-12-31 | $1.7M | 3.7k | 477.63 |
| 2023-09-30 | $1.4M | 3.3k | 431.43 |
| 2023-06-30 | $1.1M | 2.5k | 445.71 |
| 2023-03-31 | $320k | 779 | 411.08 |
| 2022-12-31 | $342k | 891 | 384.21 |
| 2022-09-30 | $335k | 933 | 359.06 |
| 2022-06-30 | $657k | 1.7k | 379.33 |
| 2022-03-31 | $667k | 1.5k | 453.74 |
| 2021-12-31 | $712k | 1.5k | 476.89 |
| 2021-09-30 | $574k | 1.3k | 430.93 |
| 2021-06-30 | $560k | 1.3k | 429.78 |
| 2021-03-31 | $491k | 1.2k | 397.89 |
| 2020-12-31 | $672k | 1.8k | 375.42 |