Ownership history in BSW Wealth Partners · 61 quarters on record
This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in Ishares Trust S&P 500 EQUITY ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 182,892 | -10,105 | -5.2% | 15.03% | $125.3M | $683.12 |
| 2025 Q3 | ADDED | 192,997 | +6,766 | +3.6% | 16.09% | $129.2M | $665.17 |
| 2025 Q2 | ADDED | 186,231 | +11,840 | +6.8% | 15.85% | $115.6M | $615.21 |
| 2025 Q1 | REDUCED | 174,391 | -3,054 | -1.7% | 14.88% | $98.0M | $555.02 |
| 2024 Q4 | ADDED | 177,445 | +1,334 | +0.8% | 15.33% | $104.5M | $579.67 |
| 2024 Q3 | ADDED | 176,111 | +2,716 | +1.6% | 15.24% | $101.6M | $566.00 |
| 2024 Q2 | ADDED | 173,395 | +3,990 | +2.4% | 15.57% | $94.9M | $534.89 |
| 2024 Q1 | ADDED | 169,405 | +11,323 | +7.2% | 15.09% | $89.1M | $512.33 |
| 2023 Q4 | ADDED | 158,082 | +3,342 | +2.2% | 14.97% | $75.5M | $463.98 |
| 2023 Q3 | REDUCED | 154,740 | -2,117 | -1.3% | 14.78% | $66.4M | $415.48 |
As of 2025 Q4 — sorted by position size