iShares S&P 500 Index shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Valued Wealth 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 Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $660k | 986 | 669.30 |
| 2025-06-30 | $612k | 986 | 620.90 |
| 2025-03-31 | $622k | 1.1k | 561.90 |
| 2024-12-31 | $584k | 991 | 588.89 |
| 2024-09-30 | $345k | 598 | 577.08 |
| 2024-06-30 | $223k | 408 | 546.96 |
| 2024-03-31 | $214k | 407 | 525.32 |