iShares S&P 500 Index shares owned by Opes Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Opes Wealth Management 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 Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 461 | 669.89 |
| 2025-06-30 | $286k | 461 | 621.27 |
| 2024-12-31 | $775k | 1.3k | 588.68 |
| 2024-09-30 | $234k | 406 | 576.82 |
| 2024-06-30 | $222k | 406 | 547.23 |
| 2023-06-30 | $251k | 562 | 445.71 |