iShares S&P 500 Index shares owned by SMART Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SMART Wealth
from 13F filings
Historical chart of SMART Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by SMART Wealth 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 SMART Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.6k | 669.24 |
| 2025-06-30 | $1.2M | 2.0k | 620.80 |
| 2025-03-31 | $906k | 1.6k | 562.05 |
| 2024-12-31 | $789k | 1.3k | 588.54 |
| 2024-09-30 | $728k | 1.3k | 576.95 |
| 2024-06-30 | $522k | 953 | 547.39 |
| 2024-03-31 | $348k | 661 | 525.96 |
| 2023-12-31 | $382k | 800 | 477.80 |
| 2023-09-30 | $214k | 499 | 429.68 |
| 2022-12-31 | $496k | 1.3k | 384.30 |