iShares S&P 500 Index shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 436 | 669.30 |
| 2025-06-30 | $271k | 436 | 620.90 |
| 2025-03-31 | $245k | 436 | 561.90 |
| 2024-12-31 | $257k | 436 | 588.68 |
| 2024-09-30 | $284k | 493 | 576.82 |
| 2024-03-31 | $245k | 465 | 525.73 |
| 2022-06-30 | $225k | 591 | 380.71 |
| 2022-03-31 | $268k | 591 | 453.47 |
| 2021-12-31 | $282k | 591 | 477.16 |
| 2021-09-30 | $255k | 591 | 431.47 |
More positions owned by One Charles Private Wealth Services
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