iShares S&P 500 Index shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 3.4k | 669.30 |
| 2025-06-30 | $2.1M | 3.4k | 620.90 |
| 2025-03-31 | $1.9M | 3.4k | 561.90 |
| 2024-12-31 | $2.1M | 3.5k | 588.68 |
| 2024-09-30 | $2.2M | 3.8k | 576.82 |
| 2024-06-30 | $2.1M | 3.8k | 547.23 |
| 2024-03-31 | $948k | 1.8k | 525.73 |
| 2023-12-31 | $862k | 1.8k | 477.63 |
| 2023-09-30 | $775k | 1.8k | 429.43 |
| 2023-06-30 | $804k | 1.8k | 445.71 |
| 2023-03-31 | $803k | 2.0k | 411.08 |
| 2022-12-31 | $751k | 2.0k | 384.21 |
| 2022-09-30 | $646k | 1.8k | 358.89 |
| 2022-06-30 | $682k | 1.8k | 378.89 |
| 2022-03-31 | $817k | 1.8k | 453.89 |
| 2021-12-31 | $669k | 1.8k | 371.67 |
| 2021-09-30 | $775k | 1.8k | 430.56 |
| 2021-06-30 | $774k | 1.8k | 430.00 |
| 2021-03-31 | $716k | 1.8k | 397.78 |
| 2020-12-31 | $676k | 1.8k | 375.56 |
| 2020-09-30 | $605k | 1.8k | 336.11 |
| 2020-06-30 | $557k | 1.8k | 309.44 |
| 2020-03-31 | $465k | 1.8k | 258.33 |
| 2019-12-31 | $582k | 1.8k | 323.33 |
| 2019-09-30 | $537k | 1.8k | 298.33 |
| 2019-06-30 | $531k | 1.8k | 295.00 |
| 2019-03-31 | $512k | 1.8k | 284.44 |
| 2018-12-31 | $453k | 1.8k | 251.67 |
| 2018-09-30 | $527k | 1.8k | 292.78 |
| 2018-06-30 | $491k | 1.8k | 272.78 |
| 2018-03-31 | $478k | 1.8k | 265.56 |
| 2017-12-31 | $484k | 1.8k | 268.89 |
| 2017-09-30 | $455k | 1.8k | 252.78 |
| 2017-06-30 | $438k | 1.8k | 243.33 |
| 2017-03-31 | $451k | 1.9k | 237.37 |
| 2016-12-31 | $427k | 1.9k | 224.74 |
| 2016-09-30 | $413k | 1.9k | 217.37 |
| 2016-06-30 | $400k | 1.9k | 210.53 |
| 2016-03-31 | $418k | 2.0k | 206.73 |
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