iShares S&P 500 Index shares owned by Birchcreek Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Birchcreek Wealth Management
from 13F filings
Historical chart of Birchcreek Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Birchcreek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 2.6k | 525.69 |
| 2023-12-31 | $1.2M | 2.5k | 477.59 |
| 2023-09-30 | $993k | 2.3k | 429.41 |
| 2023-06-30 | $1.0M | 2.3k | 445.63 |
| 2023-03-31 | $1.4M | 3.3k | 411.06 |
| 2022-12-31 | $934k | 2.4k | 384.21 |
| 2022-09-30 | $869k | 2.4k | 358.50 |
| 2022-06-30 | $890k | 2.3k | 379.05 |
| 2022-03-31 | $1.0M | 2.3k | 453.51 |
| 2021-12-31 | $1.1M | 2.3k | 476.71 |
| 2021-09-30 | $985k | 2.3k | 430.70 |
| 2021-06-30 | $987k | 2.3k | 429.88 |
| 2021-03-31 | $921k | 2.3k | 398.01 |
| 2020-12-31 | $898k | 2.4k | 375.26 |
More positions owned by Birchcreek Wealth Management
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