iShares S&P 500 Index shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $622k | 929 | 669.30 |
| 2025-06-30 | $586k | 944 | 620.90 |
| 2025-03-31 | $530k | 944 | 561.90 |
| 2024-12-31 | $561k | 953 | 588.68 |
| 2024-09-30 | $616k | 1.1k | 576.82 |
| 2024-06-30 | $662k | 1.2k | 547.23 |
| 2024-03-31 | $638k | 1.2k | 525.73 |
| 2023-12-31 | $594k | 1.2k | 477.63 |
| 2023-09-30 | $564k | 1.3k | 429.49 |
| 2023-06-30 | $637k | 1.4k | 445.71 |
| 2023-03-31 | $587k | 1.4k | 411.08 |
| 2022-12-31 | $569k | 1.5k | 384.21 |
| 2022-09-30 | $592k | 1.7k | 358.35 |
| 2022-06-30 | $639k | 1.7k | 379.00 |
| 2022-03-31 | $700k | 1.5k | 453.96 |
| 2021-12-31 | $667k | 1.4k | 476.77 |
| 2021-09-30 | $641k | 1.5k | 430.78 |
| 2021-06-30 | $682k | 1.6k | 429.74 |
| 2021-03-31 | $639k | 1.6k | 397.64 |
| 2020-12-31 | $603k | 1.6k | 375.23 |
| 2020-09-30 | $623k | 1.9k | 335.85 |
| 2020-06-30 | $769k | 2.5k | 309.71 |
| 2020-03-31 | $499k | 1.9k | 258.15 |
| 2019-12-31 | $561k | 1.7k | 323.16 |
| 2019-09-30 | $333k | 1.1k | 298.92 |
| 2019-06-30 | $226k | 766 | 295.04 |
| 2019-03-31 | $218k | 766 | 284.60 |
| 2013-12-31 | $108k | 580 | 186.21 |
| 2013-09-30 | $93k | 580 | 160.34 |
| 2013-06-30 | $93k | 580 | 160.34 |
| 2013-03-31 | $91k | 580 | 156.90 |
| 2012-12-31 | $83k | 580 | 143.10 |
| 2012-09-30 | $84k | 580 | 144.83 |
| 2012-06-30 | $79k | 580 | 136.21 |
| 2012-03-31 | $82k | 580 | 141.38 |
| 2011-12-31 | $73k | 580 | 125.86 |
More positions owned by Smith & Howard Wealth Management
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