iShares S&P 500 Index shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Up Strategic Wealth Investment 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 Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $645k | 965 | 668.28 |
| 2025-06-30 | $599k | 965 | 620.90 |
| 2025-03-31 | $529k | 941 | 561.90 |
| 2024-12-31 | $554k | 941 | 588.68 |
| 2024-09-30 | $543k | 941 | 576.82 |
| 2024-06-30 | $515k | 941 | 547.23 |
| 2024-03-31 | $523k | 994 | 525.73 |
More positions owned by Up Strategic Wealth Investment Advisors
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