iShares S&P 500 Index shares owned by Wiser Advisor Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wiser Advisor Group
from 13F filings
Historical chart of Wiser Advisor Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wiser Advisor Group 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 Wiser Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 577 | 669.31 |
| 2025-06-30 | $358k | 576 | 621.40 |
| 2025-03-31 | $383k | 682 | 561.81 |
| 2024-12-31 | $424k | 721 | 588.69 |
| 2024-09-30 | $404k | 700 | 576.57 |
| 2024-06-30 | $404k | 738 | 546.71 |
| 2024-03-31 | $264k | 496 | 532.00 |