iShares S&P 500 Index shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $9.8M | 13k | 748.95 |
| 2026-03-31 | $8.6M | 13k | 653.25 |
| 2025-12-31 | $9.2M | 13k | 684.96 |
| 2025-09-30 | $10M | 15k | 669.37 |
| 2025-06-30 | $9.4M | 15k | 620.91 |
| 2025-03-31 | $8.6M | 15k | 561.92 |
| 2024-12-31 | $6.9M | 12k | 588.74 |
| 2024-09-30 | $3.6M | 6.2k | 576.96 |
| 2024-06-30 | $3.4M | 6.2k | 547.31 |
| 2024-03-31 | $3.1M | 5.8k | 525.83 |
| 2023-12-31 | $2.8M | 5.8k | 477.72 |
| 2023-09-30 | $2.3M | 5.4k | 429.53 |
| 2023-06-30 | $2.6M | 2.6k | 982.43 |
| 2023-03-31 | $2.3M | 5.7k | 411.15 |
| 2022-12-31 | $2.3M | 6.0k | 384.22 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors