iShares S&P 500 Index shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $20M | 27k | 748.89 |
| 2026-03-31 | $19M | 29k | 653.21 |
| 2025-12-31 | $20M | 29k | 684.95 |
| 2025-09-30 | $22M | 32k | 669.30 |
| 2025-06-30 | $20M | 32k | 620.89 |
| 2025-03-31 | $19M | 33k | 561.89 |
| 2024-12-31 | $19M | 32k | 588.67 |
| 2024-09-30 | $17M | 30k | 576.83 |
| 2024-06-30 | $15M | 27k | 547.24 |