iShares S&P 500 Index shares owned by FSC Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FSC Wealth Advisors
from 13F filings
Historical chart of FSC 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 FSC 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 FSC Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $981k | 1.9k | 525.81 |
2023-12-31 | $3.5M | 7.4k | 477.61 |
2023-09-30 | $640k | 1.5k | 429.39 |
2023-06-30 | $675k | 1.5k | 445.67 |
2023-03-31 | $528k | 1.3k | 411.03 |
2022-12-31 | $327k | 852 | 384.07 |
2022-09-30 | $253k | 704 | 359.38 |
2022-06-30 | $226k | 595 | 379.83 |
2022-03-31 | $275k | 606 | 453.80 |
2021-12-31 | $297k | 622 | 477.49 |