iShares S&P 500 Index shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 57k | 477.63 |
| 2023-09-30 | $25M | 58k | 429.43 |
| 2023-06-30 | $26M | 58k | 445.71 |
| 2023-03-31 | $25M | 60k | 411.08 |
| 2022-12-31 | $23M | 60k | 384.21 |
| 2022-09-30 | $20M | 56k | 358.64 |
| 2022-06-30 | $20M | 52k | 379.14 |
| 2022-03-31 | $22M | 48k | 453.69 |
| 2021-12-31 | $23M | 48k | 476.98 |
| 2021-09-30 | $22M | 50k | 430.83 |
| 2021-06-30 | $22M | 52k | 429.93 |
| 2021-03-31 | $21M | 52k | 397.82 |
| 2020-12-31 | $19M | 52k | 375.40 |
| 2020-09-30 | $18M | 53k | 336.06 |
| 2020-06-30 | $16M | 53k | 309.68 |
| 2020-03-31 | $13M | 51k | 258.40 |
| 2019-12-31 | $16M | 49k | 323.24 |
| 2019-09-30 | $14M | 47k | 298.52 |
| 2019-06-30 | $35M | 120k | 294.75 |
| 2019-03-31 | $34M | 120k | 284.56 |
| 2018-12-31 | $31M | 123k | 251.61 |
| 2018-09-30 | $34M | 116k | 292.73 |
| 2018-06-30 | $32M | 116k | 273.05 |
| 2018-03-31 | $30M | 113k | 265.37 |
| 2017-12-31 | $32M | 119k | 268.85 |
More positions owned by Avondale Wealth Management
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