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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $732k 1.5k 477.63
2023-09-30 $695k 1.6k 429.43
2023-06-30 $726k 1.6k 445.51
2023-03-31 $668k 1.6k 411.07
2022-12-31 $566k 1.5k 384.25
2022-09-30 $492k 1.4k 358.34
2022-06-30 $590k 1.4k 429.72