iShares S&P 500 Index shares owned by Private Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Wealth Group
from 13F filings
Historical chart of Private Wealth Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $501k | 749 | 669.30 |
| 2025-06-30 | $465k | 749 | 620.90 |
| 2025-03-31 | $421k | 749 | 561.90 |
| 2024-12-31 | $548k | 931 | 588.68 |
| 2024-09-30 | $537k | 931 | 576.82 |
| 2024-06-30 | $510k | 931 | 547.23 |
| 2024-03-31 | $1.2M | 2.2k | 525.73 |
| 2023-12-31 | $1.1M | 2.2k | 477.63 |
| 2023-09-30 | $954k | 2.2k | 429.43 |
| 2023-06-30 | $990k | 2.2k | 445.71 |
| 2023-03-31 | $913k | 2.2k | 411.08 |
| 2022-12-31 | $1.5M | 4.0k | 384.21 |
| 2022-09-30 | $1.2M | 3.3k | 358.67 |
| 2022-06-30 | $1.2M | 3.1k | 379.27 |
| 2022-03-31 | $908k | 2.0k | 453.77 |
| 2021-12-31 | $954k | 2.0k | 476.76 |
| 2021-09-30 | $1.8M | 4.1k | 430.82 |
| 2021-06-30 | $1.8M | 4.1k | 429.85 |
| 2021-03-31 | $1.5M | 3.8k | 397.84 |
| 2020-12-31 | $1.3M | 3.4k | 375.25 |
| 2020-09-30 | $1.2M | 3.4k | 335.95 |
| 2020-06-30 | $1.1M | 3.4k | 309.75 |
| 2020-03-31 | $887k | 3.4k | 258.22 |
| 2019-12-31 | $1.4M | 4.3k | 323.35 |
| 2019-09-30 | $1.3M | 4.3k | 298.48 |
| 2019-06-30 | $1.3M | 4.3k | 294.80 |
| 2019-03-31 | $1.2M | 4.3k | 284.66 |
| 2018-12-31 | $1.1M | 4.3k | 251.50 |
| 2018-09-30 | $1.3M | 4.3k | 292.72 |
| 2018-06-30 | $1.2M | 4.3k | 273.15 |
| 2018-03-31 | $1.2M | 4.3k | 265.32 |
| 2017-12-31 | $1.2M | 4.3k | 268.77 |