iShares S&P 500 Index shares owned by Priebe Wealth Holdings
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Priebe Wealth Holdings
from 13F filings
Historical chart of Priebe Wealth Holdings 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 Priebe Wealth Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Priebe Wealth Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $482k | 776 | 620.90 |
| 2025-03-31 | $436k | 776 | 561.90 |
| 2024-12-31 | $449k | 763 | 588.68 |
| 2024-09-30 | $442k | 766 | 577.01 |
| 2024-06-30 | $419k | 766 | 547.41 |
| 2024-03-31 | $408k | 776 | 525.73 |
| 2023-12-31 | $579k | 1.2k | 477.63 |