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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

Tip: Access up to 7 years of quarterly data

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
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