iShares S&P 500 Index shares owned by Thrive Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Thrive Wealth Management
from 13F filings
Historical chart of Thrive Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Thrive Wealth Management 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 Thrive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.2k | 669.29 |
| 2025-06-30 | $3.9M | 6.3k | 620.86 |
| 2025-03-31 | $3.5M | 6.3k | 561.89 |
| 2024-12-31 | $4.2M | 7.1k | 588.71 |
| 2024-09-30 | $3.2M | 5.6k | 576.77 |
| 2024-06-30 | $3.3M | 6.0k | 547.27 |
| 2024-03-31 | $3.1M | 5.9k | 525.75 |
| 2023-12-31 | $3.5M | 7.4k | 477.63 |
| 2023-09-30 | $2.6M | 6.1k | 429.46 |
| 2023-06-30 | $3.1M | 7.1k | 445.73 |
| 2023-03-31 | $2.0M | 4.8k | 411.09 |
| 2022-12-31 | $6.3M | 16k | 384.21 |
| 2022-09-30 | $1.4M | 3.9k | 358.58 |
| 2022-06-30 | $1.6M | 4.2k | 379.11 |
| 2022-03-31 | $1.9M | 4.2k | 453.64 |
| 2021-12-31 | $1.6M | 3.4k | 477.00 |