iShares S&P 500 Index shares owned by Power Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Power Wealth Management
from 13F filings
Historical chart of Power Wealth Management 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 Power Wealth Management 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 Power Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 10k | 669.30 |
| 2025-06-30 | $6.3M | 10k | 620.90 |
| 2025-03-31 | $5.8M | 10k | 561.90 |
| 2024-12-31 | $7.2M | 12k | 588.68 |
| 2024-09-30 | $7.6M | 13k | 576.82 |
| 2024-03-31 | $11M | 20k | 525.72 |
| 2023-12-31 | $10M | 21k | 477.63 |