iShares S&P 500 Index shares owned by Talon Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Talon Private Wealth
from 13F filings
Historical chart of Talon Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Talon Private 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 Talon Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.3M | 3.7k | 620.90 |
| 2025-03-31 | $2.0M | 3.6k | 561.90 |
| 2024-12-31 | $2.5M | 4.2k | 588.68 |
| 2024-09-30 | $2.4M | 4.2k | 576.82 |