iShares S&P 500 Index shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors 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 Continuum Wealth Advisors 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 Continuum Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $17M | 36k | 477.63 |
2023-09-30 | $8.0M | 19k | 429.43 |
2023-06-30 | $7.6M | 17k | 445.71 |
2023-03-31 | $328k | 797 | 411.08 |
2022-12-31 | $314k | 817 | 384.21 |