iShares S&P 500 Index shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Private Wealth Management 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 Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 154 | 669.31 |
| 2025-06-30 | $96k | 154 | 620.90 |
| 2025-03-31 | $87k | 154 | 561.90 |
| 2024-12-31 | $45k | 77 | 588.69 |
| 2024-09-30 | $44k | 77 | 576.83 |
| 2024-03-31 | $21k | 40 | 525.75 |
| 2023-12-31 | $19k | 40 | 477.65 |
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