iShares S&P 500 Index shares owned by Yardley Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Yardley Wealth Management
from 13F filings
Historical chart of Yardley Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Yardley 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 Yardley Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $307k | 458 | 669.30 |
| 2025-06-30 | $284k | 458 | 620.09 |
| 2025-03-31 | $264k | 470 | 561.70 |
| 2024-12-31 | $808k | 1.4k | 584.66 |
| 2024-09-30 | $276k | 478 | 577.41 |