iShares S&P 500 Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 2.2k | 477.63 |
| 2022-09-30 | $231k | 645 | 358.14 |
| 2022-06-30 | $245k | 646 | 379.26 |
| 2022-03-31 | $293k | 646 | 453.56 |
| 2021-12-31 | $898k | 1.9k | 476.90 |
| 2021-09-30 | $280k | 650 | 430.77 |
| 2021-06-30 | $227k | 527 | 430.74 |
| 2021-03-31 | $210k | 527 | 398.48 |
| 2020-06-30 | $271k | 875 | 309.71 |
| 2020-03-31 | $226k | 875 | 258.29 |
| 2019-12-31 | $283k | 875 | 323.43 |
| 2019-09-30 | $261k | 875 | 298.29 |
| 2019-06-30 | $258k | 875 | 294.86 |
| 2019-03-31 | $249k | 875 | 284.57 |
| 2018-12-31 | $2.8M | 11k | 251.59 |
| 2018-06-30 | $239k | 875 | 273.14 |
| 2018-03-31 | $232k | 875 | 265.14 |
| 2017-12-31 | $235k | 875 | 268.57 |
| 2017-09-30 | $221k | 875 | 252.57 |