iShares S&P 500 Index shares owned by Vivid Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vivid Wealth Management
from 13F filings
Historical chart of Vivid Wealth Management 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 Vivid Wealth Management 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 Vivid Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 40k | 669.30 |
| 2025-06-30 | $26M | 42k | 620.90 |
| 2025-03-31 | $27M | 48k | 561.90 |
| 2024-12-31 | $28M | 47k | 588.69 |
| 2024-09-30 | $28M | 48k | 576.82 |
| 2024-06-30 | $25M | 46k | 547.23 |
| 2024-03-31 | $23M | 43k | 525.74 |
| 2023-12-31 | $21M | 43k | 477.63 |