iShares S&P 500 Index shares owned by Straight Path Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Straight Path Wealth Management
from 13F filings
Historical chart of Straight Path Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Straight Path Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 6.5k | 684.96 |
| 2025-09-30 | $4.3M | 6.5k | 669.32 |
| 2025-06-30 | $4.0M | 6.4k | 620.94 |
| 2025-03-31 | $3.6M | 6.4k | 561.90 |
| 2024-12-31 | $3.9M | 6.6k | 588.69 |
| 2024-09-30 | $3.8M | 6.6k | 576.82 |
| 2024-06-30 | $3.6M | 6.6k | 547.21 |
| 2024-03-31 | $3.7M | 7.0k | 525.72 |
| 2023-12-31 | $3.3M | 6.8k | 477.66 |
| 2023-09-30 | $3.0M | 6.9k | 429.42 |
| 2023-06-30 | $3.1M | 7.0k | 445.70 |
| 2023-03-31 | $2.5M | 6.0k | 411.05 |
| 2022-12-31 | $2.3M | 6.0k | 384.24 |
| 2022-09-30 | $2.1M | 5.9k | 358.72 |
| 2022-06-30 | $2.3M | 6.0k | 379.17 |
| 2022-03-31 | $3.0M | 6.6k | 453.65 |
| 2021-12-31 | $3.2M | 6.7k | 477.04 |
More positions owned by Straight Path Wealth Management
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