iShares S&P 500 Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.41 |
| 2025-06-30 | $1.3M | 2.1k | 620.90 |
| 2025-03-31 | $1.4M | 2.5k | 561.94 |
| 2024-12-31 | $1.9M | 3.3k | 588.73 |
| 2024-09-30 | $1.8M | 3.2k | 576.88 |
| 2024-06-30 | $1.9M | 3.5k | 547.22 |
| 2024-03-31 | $1.8M | 3.5k | 525.71 |
| 2023-12-31 | $2.2M | 4.7k | 477.62 |
| 2023-09-30 | $2.1M | 4.8k | 429.47 |
| 2023-06-30 | $2.1M | 4.6k | 445.75 |
| 2023-03-31 | $1.9M | 4.6k | 411.09 |
| 2022-12-31 | $1.7M | 4.4k | 384.18 |
| 2022-09-30 | $1.6M | 4.5k | 358.67 |
| 2022-06-30 | $1.6M | 4.2k | 379.16 |
| 2022-03-31 | $1.8M | 3.9k | 453.71 |
| 2021-12-31 | $1.7M | 3.6k | 476.87 |
| 2021-09-30 | $942k | 2.2k | 430.92 |
| 2021-06-30 | $868k | 2.0k | 430.13 |
| 2021-03-31 | $822k | 2.1k | 398.06 |
| 2020-12-31 | $773k | 2.1k | 375.24 |
| 2020-09-30 | $691k | 2.1k | 336.25 |
| 2020-06-30 | $631k | 2.0k | 309.77 |
| 2020-03-31 | $466k | 1.8k | 258.46 |
| 2019-12-31 | $577k | 1.8k | 323.43 |