iShares S&P 500 Index shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 37k | 669.29 |
| 2025-06-30 | $23M | 37k | 620.89 |
| 2025-03-31 | $20M | 36k | 561.89 |
| 2024-12-31 | $23M | 38k | 588.67 |
| 2024-09-30 | $20M | 35k | 576.81 |
| 2024-06-30 | $19M | 35k | 535.84 |
| 2024-03-31 | $18M | 34k | 525.72 |
| 2023-09-30 | $15M | 34k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.71 |
| 2023-03-31 | $13M | 31k | 411.08 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-09-30 | $9.7M | 27k | 358.66 |
| 2022-06-30 | $5.2M | 14k | 379.16 |
| 2022-03-31 | $4.6M | 10k | 453.69 |
| 2021-12-31 | $3.4M | 7.1k | 477.01 |
| 2021-09-30 | $2.1M | 5.0k | 430.78 |
| 2021-06-30 | $1.4M | 3.3k | 429.81 |
| 2021-03-31 | $975k | 2.5k | 397.80 |
| 2020-12-31 | $301k | 803 | 374.84 |