Highwater Wealth Management »

iShares S&P 500 Index shares owned by Highwater Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Highwater Wealth Management from 13F filings

Historical chart of Highwater Wealth Management 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 Highwater Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Highwater Wealth Management

Quarter filed Position value Share count Share price at filing
2019-09-30 $977k 3.3k 298.41
2019-06-30 $987k 3.3k 294.71
2019-03-31 $958k 3.4k 284.53
2018-12-31 $913k 3.6k 251.72
2017-12-31 $1.0M 3.8k 268.93
2017-09-30 $952k 3.8k 252.99
2017-06-30 $1.0M 4.3k 243.46
2017-03-31 $1.1M 4.7k 237.25
2016-12-31 $1.1M 5.1k 225.04
2016-09-30 $1.0M 4.7k 217.46