iShares S&P 500 Index shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by ORBA 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 ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.3k | 669.30 |
| 2025-06-30 | $3.9M | 6.3k | 620.90 |
| 2025-03-31 | $2.2M | 3.9k | 561.90 |
| 2024-12-31 | $2.3M | 3.9k | 588.68 |
| 2024-09-30 | $2.3M | 4.0k | 576.82 |
| 2024-06-30 | $2.2M | 4.0k | 547.23 |
| 2024-03-31 | $2.0M | 3.7k | 525.73 |
| 2023-12-31 | $1.8M | 3.7k | 477.63 |