iShares S&P 500 Index shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 4.6k | 669.30 |
| 2025-06-30 | $2.9M | 4.6k | 620.90 |
| 2025-03-31 | $2.8M | 5.0k | 561.90 |
| 2024-12-31 | $1.3M | 2.3k | 588.68 |
| 2024-09-30 | $867k | 1.5k | 566.75 |
| 2024-06-30 | $912k | 1.7k | 547.23 |
| 2024-03-31 | $727k | 1.4k | 525.73 |
| 2023-12-31 | $740k | 1.6k | 477.63 |
| 2023-09-30 | $703k | 1.6k | 429.43 |
| 2023-06-30 | $805k | 1.8k | 445.71 |
| 2023-03-31 | $768k | 1.9k | 411.08 |
| 2022-12-31 | $859k | 2.2k | 384.21 |
| 2022-09-30 | $907k | 2.5k | 366.76 |
| 2022-06-30 | $902k | 2.4k | 379.31 |
| 2022-03-31 | $999k | 2.2k | 454.92 |
| 2021-12-31 | $1.1M | 2.4k | 478.21 |
More positions owned by Upper Left Wealth Management
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