iShares S&P 500 Index shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $396k | 754 | 525.73 |
| 2023-12-31 | $374k | 782 | 477.63 |
| 2023-09-30 | $340k | 792 | 429.43 |
| 2023-06-30 | $354k | 794 | 445.71 |
| 2023-03-31 | $326k | 794 | 411.08 |
| 2022-12-31 | $305k | 794 | 384.21 |
| 2022-09-30 | $285k | 794 | 358.94 |
| 2022-06-30 | $301k | 794 | 379.09 |
| 2022-03-31 | $360k | 794 | 453.40 |
| 2021-12-31 | $379k | 794 | 477.33 |
| 2021-09-30 | $255k | 591 | 431.47 |
| 2021-06-30 | $223k | 519 | 429.67 |
| 2021-03-31 | $206k | 519 | 396.92 |
| 2020-12-31 | $210k | 559 | 375.67 |
| 2019-09-30 | $9.0k | 30 | 298.53 |
More positions owned by Garrett Wealth Advisory Group
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