iShares S&P 500 Index shares owned by Twelve Points Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Twelve Points Wealth Management
from 13F filings
Historical chart of Twelve Points Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Twelve Points Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $865k | 1.3k | 669.33 |
| 2025-06-30 | $802k | 1.3k | 620.93 |
| 2025-03-31 | $723k | 1.3k | 561.90 |
| 2024-12-31 | $628k | 1.1k | 588.68 |
| 2024-09-30 | $620k | 1.1k | 576.82 |
| 2024-06-30 | $623k | 1.1k | 547.23 |
| 2024-03-31 | $568k | 1.1k | 525.73 |
| 2023-12-31 | $516k | 1.1k | 477.63 |
| 2023-09-30 | $505k | 1.2k | 429.43 |
| 2023-06-30 | $539k | 1.2k | 445.71 |
| 2023-03-31 | $582k | 1.4k | 411.08 |
| 2022-12-31 | $557k | 1.5k | 384.21 |
| 2022-09-30 | $505k | 1.4k | 358.66 |
| 2022-06-30 | $534k | 1.4k | 379.26 |
| 2022-03-31 | $639k | 1.4k | 453.84 |
| 2021-12-31 | $828k | 1.7k | 477.23 |
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