iShares S&P 500 Index shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TrueWealth Advisors 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 TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $878k | 1.3k | 669.35 |
| 2025-06-30 | $610k | 983 | 620.89 |
| 2025-03-31 | $802k | 1.4k | 561.85 |
| 2024-12-31 | $1.8M | 3.0k | 588.63 |
| 2024-09-30 | $1.7M | 2.9k | 576.75 |
| 2024-06-30 | $2.0M | 3.6k | 547.22 |
| 2024-03-31 | $1.8M | 3.5k | 525.70 |
| 2023-12-31 | $2.2M | 4.7k | 477.60 |
| 2023-09-30 | $1.9M | 4.3k | 429.45 |
| 2023-06-30 | $1.7M | 3.8k | 445.74 |
| 2023-03-31 | $1.5M | 3.8k | 411.08 |
| 2022-12-31 | $1.5M | 4.0k | 384.18 |
| 2022-09-30 | $1.5M | 4.2k | 358.71 |
| 2022-06-30 | $1.6M | 4.3k | 379.22 |
| 2022-03-31 | $1.8M | 4.2k | 418.24 |
| 2021-12-31 | $1.7M | 3.5k | 476.92 |
| 2021-09-30 | $1.3M | 3.0k | 430.67 |
| 2021-06-30 | $1.4M | 3.1k | 430.07 |
| 2021-03-31 | $1.1M | 2.6k | 413.82 |