iShares S&P 500 Index shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Shared Vision Wealth 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 Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 38k | 671.16 |
| 2025-06-30 | $24M | 38k | 634.90 |
| 2025-03-31 | $23M | 41k | 561.91 |
| 2024-12-31 | $26M | 44k | 588.68 |
| 2024-09-30 | $26M | 45k | 576.82 |
| 2024-06-30 | $25M | 46k | 547.24 |
| 2024-03-31 | $29M | 55k | 525.73 |
| 2023-12-31 | $29M | 60k | 477.63 |
More positions owned by Shared Vision Wealth Group
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