iShares S&P 500 Index shares owned by Wiser Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wiser Wealth Management
from 13F filings
Historical chart of Wiser Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Wiser 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 Wiser Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 29k | 669.29 |
| 2025-06-30 | $19M | 31k | 620.90 |
| 2025-03-31 | $18M | 31k | 561.90 |
| 2024-12-31 | $17M | 29k | 588.68 |
| 2024-09-30 | $17M | 29k | 576.83 |
| 2024-06-30 | $14M | 25k | 547.24 |
| 2024-03-31 | $15M | 28k | 525.72 |
| 2023-12-31 | $13M | 28k | 469.55 |
| 2023-09-30 | $11M | 25k | 429.43 |
| 2023-06-30 | $11M | 25k | 445.71 |
| 2023-03-31 | $9.9M | 24k | 411.08 |
| 2022-12-31 | $9.1M | 24k | 384.22 |
| 2022-09-30 | $6.6M | 18k | 358.67 |
| 2022-06-30 | $6.5M | 17k | 379.16 |
| 2022-03-31 | $52M | 114k | 453.69 |
| 2021-12-31 | $49M | 103k | 476.99 |
| 2021-09-30 | $43M | 99k | 430.82 |
| 2021-06-30 | $38M | 89k | 429.92 |
| 2021-03-31 | $33M | 83k | 397.81 |
| 2020-12-31 | $30M | 79k | 375.38 |