iShares S&P 500 Index shares owned by Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Private Wealth Partners
from 13F filings
Historical chart of Private Wealth Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 8.5k | 669.30 |
| 2025-06-30 | $5.2M | 8.4k | 620.90 |
| 2025-03-31 | $5.0M | 8.9k | 561.90 |
| 2024-12-31 | $5.3M | 8.9k | 588.68 |
| 2024-09-30 | $5.2M | 9.0k | 576.82 |
| 2024-03-31 | $5.1M | 9.6k | 525.73 |
| 2023-12-31 | $4.7M | 9.9k | 477.63 |
| 2023-09-30 | $4.2M | 9.8k | 429.43 |
| 2023-06-30 | $4.4M | 9.8k | 445.71 |
| 2023-03-31 | $4.0M | 9.8k | 411.08 |
| 2022-12-31 | $3.4M | 8.7k | 384.21 |
| 2020-12-31 | $2.9M | 7.8k | 375.35 |
| 2020-09-30 | $2.6M | 7.8k | 336.00 |
| 2020-06-30 | $2.4M | 7.8k | 309.68 |
| 2020-03-31 | $2.0M | 7.8k | 258.45 |
| 2019-12-31 | $2.5M | 7.8k | 323.22 |
| 2019-09-30 | $2.5M | 8.5k | 298.58 |
| 2019-06-30 | $2.5M | 8.5k | 294.79 |
| 2019-03-31 | $2.2M | 7.8k | 284.50 |
| 2018-09-30 | $889k | 3.0k | 292.82 |
| 2018-06-30 | $933k | 3.4k | 273.13 |
| 2017-12-31 | $753k | 2.8k | 268.93 |