iShares S&P 500 Index shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Unique Wealth Strategies 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 Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $16M | 21k | 748.89 |
| 2026-03-31 | $13M | 20k | 653.20 |
| 2025-12-31 | $13M | 19k | 684.95 |
| 2025-09-30 | $13M | 20k | 669.30 |
| 2025-06-30 | $13M | 20k | 620.91 |
| 2025-03-31 | $12M | 21k | 561.90 |
| 2024-12-31 | $12M | 21k | 588.68 |
| 2024-09-30 | $12M | 21k | 576.82 |
| 2024-06-30 | $10M | 19k | 525.73 |
| 2024-03-31 | $10M | 19k | 525.73 |