iShares S&P 500 Index shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Precedent Wealth Partners 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 Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 19k | 669.28 |
| 2025-06-30 | $12M | 19k | 620.89 |
| 2025-03-31 | $12M | 22k | 561.91 |
| 2024-12-31 | $12M | 21k | 588.69 |
| 2024-09-30 | $12M | 21k | 576.82 |
| 2024-06-30 | $12M | 21k | 547.24 |
| 2024-03-31 | $11M | 21k | 525.74 |
| 2023-12-31 | $9.8M | 20k | 477.64 |