iShares S&P 500 Index shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $464k | 883 | 525.91 |
| 2023-12-31 | $231k | 483 | 477.74 |
| 2023-09-30 | $368k | 856 | 429.89 |
| 2023-06-30 | $84k | 187 | 447.91 |
| 2023-03-31 | $78k | 188 | 412.32 |
| 2022-12-31 | $72k | 187 | 385.03 |
| 2022-09-30 | $67k | 187 | 358.29 |
| 2022-06-30 | $71k | 185 | 383.78 |
| 2022-03-31 | $90k | 199 | 452.26 |
| 2021-12-31 | $95k | 199 | 477.39 |
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