iShares S&P 500 Index shares owned by Old North State Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Old North State Wealth Management
from 13F filings
Historical chart of Old North State Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 602 | 672.81 |
| 2025-06-30 | $252k | 404 | 623.87 |
| 2025-03-31 | $227k | 402 | 565.64 |
| 2024-12-31 | $239k | 402 | 593.69 |
| 2024-09-30 | $233k | 402 | 579.64 |
| 2024-06-30 | $202k | 368 | 549.36 |
| 2023-12-31 | $239k | 499 | 479.55 |
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