iShares S&P 500 Index shares owned by Tower Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Tower Wealth Partners
from 13F filings
Historical chart of Tower Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Tower Wealth Partners 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 Tower Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 452 | 669.30 |
| 2025-06-30 | $272k | 438 | 620.90 |
| 2025-03-31 | $246k | 438 | 561.90 |
| 2022-03-31 | $1.2M | 2.6k | 453.72 |
| 2021-12-31 | $1.3M | 2.7k | 477.08 |
| 2021-09-30 | $1.2M | 2.7k | 430.88 |
| 2021-06-30 | $1.1M | 2.6k | 429.92 |
| 2021-03-31 | $1.1M | 2.8k | 397.76 |
| 2020-12-31 | $5.2M | 14k | 375.36 |