iShares S&P 500 Index shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Zrc 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 Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $43k | 62 | 684.95 |
| 2025-09-30 | $42k | 62 | 669.31 |
| 2025-06-30 | $46k | 74 | 620.91 |
| 2025-03-31 | $53k | 95 | 561.91 |
| 2024-12-31 | $74k | 126 | 588.68 |
| 2024-09-30 | $61k | 105 | 576.83 |
| 2024-06-30 | $58k | 105 | 547.24 |
| 2024-03-31 | $55k | 105 | 525.73 |
| 2023-12-31 | $45k | 105 | 429.44 |
| 2023-09-30 | $45k | 105 | 429.44 |
| 2023-06-30 | $47k | 105 | 445.71 |
| 2023-03-31 | $43k | 105 | 411.09 |