iShares S&P 500 Index shares owned by PACK Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PACK Private Wealth
from 13F filings
Historical chart of PACK Private Wealth 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 PACK Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by PACK Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 56k | 669.30 |
| 2025-06-30 | $34M | 55k | 620.90 |
| 2025-03-31 | $29M | 52k | 561.90 |
| 2024-12-31 | $32M | 54k | 588.68 |
| 2024-09-30 | $32M | 55k | 576.82 |
| 2024-06-30 | $30M | 54k | 547.23 |
| 2024-03-31 | $28M | 54k | 525.73 |
| 2023-12-31 | $26M | 54k | 477.63 |
| 2023-09-30 | $23M | 53k | 429.28 |
| 2023-06-30 | $23M | 51k | 445.71 |
| 2023-03-31 | $21M | 50k | 411.08 |
| 2022-12-31 | $19M | 49k | 384.21 |
| 2022-09-30 | $18M | 49k | 358.65 |
| 2022-06-30 | $18M | 47k | 379.15 |
| 2022-03-31 | $20M | 43k | 453.69 |
| 2021-12-31 | $20M | 42k | 476.98 |