iShares S&P 500 Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by TruWealth 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 TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $545k | 925 | 588.67 |
| 2024-09-30 | $534k | 925 | 576.81 |
| 2024-06-30 | $496k | 907 | 547.22 |
| 2024-03-31 | $730k | 1.4k | 525.73 |
| 2023-12-31 | $433k | 907 | 477.62 |
| 2023-09-30 | $380k | 886 | 429.29 |
| 2023-06-30 | $471k | 1.1k | 445.52 |
| 2023-03-31 | $400k | 974 | 410.89 |
| 2022-12-31 | $330k | 860 | 384.01 |
| 2022-09-30 | $308k | 860 | 358.14 |
| 2022-06-30 | $274k | 724 | 378.45 |
| 2022-03-31 | $263k | 579 | 454.23 |
| 2021-12-31 | $278k | 583 | 476.84 |
| 2021-09-30 | $252k | 584 | 431.51 |
| 2021-06-30 | $261k | 607 | 429.98 |
| 2021-03-31 | $241k | 607 | 397.03 |
| 2020-12-31 | $230k | 613 | 375.20 |