iShares S&P 500 Index shares owned by C2C Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by C2C Wealth Management
from 13F filings
Historical chart of C2C Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by C2C Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by C2C Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.4M | 12k | 525.73 |
2023-09-30 | $6.0M | 14k | 427.04 |
2023-06-30 | $6.4M | 14k | 454.01 |
2023-03-31 | $5.5M | 14k | 409.69 |
2022-12-31 | $5.3M | 13k | 392.29 |
2022-09-30 | $5.2M | 14k | 379.43 |
2022-06-30 | $5.4M | 14k | 394.31 |
2022-03-31 | $6.1M | 14k | 448.27 |
2021-12-31 | $6.6M | 14k | 476.98 |