iShares S&P 500 Index shares owned by OneAscent Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by OneAscent Financial Services
from 13F filings
Historical chart of OneAscent Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by OneAscent Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 325 | 669.30 |
| 2025-06-30 | $1.8M | 2.8k | 620.81 |
| 2025-03-31 | $1.7M | 3.0k | 562.42 |
| 2024-12-31 | $1.2M | 2.0k | 588.97 |
| 2024-03-31 | $700k | 1.3k | 525.53 |
| 2023-12-31 | $744k | 1.6k | 477.84 |
| 2023-09-30 | $555k | 1.3k | 431.91 |
| 2022-12-31 | $289k | 753 | 383.80 |
| 2022-09-30 | $239k | 667 | 358.32 |
| 2022-03-31 | $1.2M | 2.7k | 453.51 |
| 2020-12-31 | $1.4M | 3.7k | 375.27 |
| 2020-09-30 | $1.2M | 3.7k | 335.94 |
| 2020-06-30 | $1.2M | 4.0k | 309.66 |
| 2020-03-31 | $242k | 937 | 258.27 |
| 2019-12-31 | $229k | 709 | 322.99 |
| 2019-06-30 | $358k | 1.2k | 294.41 |
More positions owned by OneAscent Financial Services
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