iShares S&P 500 Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sax Wealth Advisors 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 29k | 669.31 |
| 2025-06-30 | $18M | 30k | 620.90 |
| 2024-12-31 | $10M | 17k | 588.67 |
| 2024-09-30 | $10M | 17k | 576.81 |
| 2024-06-30 | $8.5M | 16k | 547.21 |
| 2024-03-31 | $8.3M | 16k | 525.74 |
| 2023-12-31 | $7.2M | 15k | 477.62 |
| 2023-09-30 | $6.5M | 15k | 429.43 |
| 2023-06-30 | $6.2M | 14k | 445.71 |
| 2023-03-31 | $6.0M | 15k | 411.07 |
| 2022-12-31 | $5.1M | 13k | 384.20 |
| 2022-09-30 | $4.9M | 14k | 358.68 |
| 2022-06-30 | $5.2M | 14k | 379.14 |
| 2022-03-31 | $5.9M | 13k | 453.67 |
| 2021-12-31 | $5.8M | 12k | 476.98 |
| 2021-09-30 | $5.2M | 12k | 430.83 |
| 2021-06-30 | $5.4M | 13k | 429.90 |
| 2021-03-31 | $7.0M | 18k | 397.79 |
| 2020-12-31 | $4.8M | 13k | 375.38 |