iShares S&P 500 Index shares owned by Portside Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Portside Wealth Group 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 Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 5.8k | 669.32 |
| 2025-06-30 | $3.5M | 5.6k | 620.90 |
| 2025-03-31 | $5.1M | 9.1k | 561.90 |
| 2024-12-31 | $5.0M | 8.5k | 588.66 |
| 2024-09-30 | $4.3M | 7.4k | 576.84 |
| 2024-06-30 | $4.1M | 7.5k | 547.24 |
| 2024-03-31 | $4.5M | 8.5k | 525.76 |
| 2023-12-31 | $6.4M | 13k | 477.63 |
| 2023-09-30 | $6.6M | 15k | 429.28 |
| 2023-06-30 | $6.8M | 15k | 445.74 |