iShares S&P 500 Index shares owned by True Wealth Design
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by True Wealth Design 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 True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $740k | 1.1k | 669.30 |
| 2025-06-30 | $717k | 1.2k | 620.90 |
| 2025-03-31 | $621k | 1.1k | 561.90 |
| 2024-12-31 | $651k | 1.1k | 588.68 |
| 2024-09-30 | $637k | 1.1k | 576.82 |
| 2024-06-30 | $1.3M | 2.5k | 547.30 |
| 2024-03-31 | $1.3M | 2.5k | 525.80 |
| 2023-12-31 | $1.3M | 2.6k | 477.69 |
| 2023-09-30 | $583k | 1.4k | 429.53 |
| 2023-06-30 | $819k | 1.8k | 445.79 |
| 2023-03-31 | $689k | 1.7k | 411.16 |
| 2022-12-31 | $637k | 1.7k | 384.28 |