iShares S&P 500 Index shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $219k | 327 | 668.39 |
| 2025-06-30 | $203k | 328 | 620.09 |
| 2024-03-31 | $346k | 658 | 525.73 |
| 2022-03-31 | $201k | 442 | 454.75 |
| 2021-12-31 | $419k | 879 | 476.68 |
| 2021-09-30 | $377k | 876 | 430.37 |
| 2021-06-30 | $306k | 711 | 430.38 |
| 2021-03-31 | $277k | 695 | 398.56 |
| 2020-12-31 | $261k | 695 | 375.54 |
| 2020-09-30 | $233k | 693 | 336.22 |
| 2020-06-30 | $271k | 876 | 309.36 |
| 2020-03-31 | $225k | 871 | 258.32 |
| 2019-12-31 | $241k | 745 | 323.49 |
| 2019-09-30 | $82k | 275 | 298.18 |