iShares S&P 500 Index shares owned by WorthPointe
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WorthPointe
from 13F filings
Historical chart of WorthPointe investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WorthPointe
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 727 | 669.30 |
| 2025-06-30 | $439k | 707 | 620.90 |
| 2025-03-31 | $397k | 707 | 561.90 |
| 2024-12-31 | $416k | 707 | 588.68 |
| 2024-09-30 | $438k | 759 | 576.82 |
| 2024-06-30 | $415k | 759 | 547.23 |
| 2024-03-31 | $427k | 812 | 525.73 |
| 2023-12-31 | $371k | 776 | 477.63 |
| 2023-09-30 | $296k | 689 | 429.43 |