iShares S&P 500 Index shares owned by Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115M | 172k | 669.30 |
| 2025-06-30 | $117M | 188k | 620.90 |
| 2025-03-31 | $111M | 197k | 561.90 |
| 2024-12-31 | $115M | 195k | 588.68 |
| 2024-09-30 | $110M | 191k | 576.82 |
| 2024-06-30 | $102M | 187k | 547.23 |
| 2024-03-31 | $98M | 186k | 523.39 |
| 2023-12-31 | $90M | 182k | 496.39 |