iShares S&P 500 Index shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth 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 Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 8.7k | 669.30 |
| 2025-06-30 | $5.4M | 8.7k | 620.90 |
| 2025-03-31 | $4.9M | 8.8k | 561.90 |
| 2024-12-31 | $5.2M | 8.9k | 588.68 |
| 2024-09-30 | $5.2M | 9.1k | 576.82 |
| 2024-06-30 | $5.0M | 9.1k | 547.23 |
| 2024-03-31 | $4.9M | 9.2k | 525.73 |
| 2023-12-31 | $4.8M | 10k | 477.63 |
| 2023-09-30 | $4.2M | 9.8k | 429.43 |
| 2023-06-30 | $3.8M | 8.6k | 445.71 |
| 2023-03-31 | $3.5M | 8.6k | 411.08 |
| 2022-12-31 | $2.9M | 7.6k | 384.21 |