iShares S&P 500 Index shares owned by One Wealth Management Investment & Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by One Wealth Management Investment & Advisory Services
from 13F filings
Historical chart of One Wealth Management Investment & Advisory Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by One Wealth Management Investment & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.5k | 669.31 |
| 2025-06-30 | $2.8M | 4.5k | 620.85 |
| 2025-03-31 | $2.6M | 4.7k | 561.93 |
| 2024-12-31 | $2.8M | 4.7k | 588.66 |
| 2024-09-30 | $2.8M | 4.9k | 576.86 |
| 2024-06-30 | $26M | 47k | 547.24 |
| 2024-03-31 | $28M | 52k | 525.73 |
| 2023-12-31 | $30M | 62k | 477.63 |
More positions owned by One Wealth Management Investment & Advisory Services
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