iShares S&P 500 Index shares owned by KWMG
Historical chart of KWMG investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by KWMG 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 KWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 7.6k | 525.73 |
| 2023-12-31 | $3.9M | 8.2k | 477.63 |
| 2023-09-30 | $3.5M | 8.3k | 429.43 |
| 2023-06-30 | $3.9M | 8.7k | 445.71 |
| 2023-03-31 | $3.6M | 8.8k | 411.08 |
| 2022-12-31 | $3.5M | 9.2k | 384.21 |
| 2022-09-30 | $3.4M | 9.6k | 358.61 |
| 2022-06-30 | $3.6M | 9.6k | 379.19 |
| 2022-03-31 | $4.4M | 9.8k | 453.72 |
| 2021-12-31 | $4.8M | 10k | 476.99 |
| 2021-09-30 | $4.3M | 10k | 430.86 |
| 2021-06-30 | $4.4M | 10k | 432.86 |
| 2021-03-31 | $4.0M | 10k | 397.85 |
| 2020-12-31 | $3.9M | 10k | 375.38 |
| 2020-09-30 | $3.6M | 11k | 336.07 |
| 2020-06-30 | $3.4M | 11k | 309.69 |
| 2020-03-31 | $2.8M | 11k | 258.44 |
| 2019-12-31 | $1.1M | 3.3k | 323.17 |
| 2019-09-30 | $873k | 2.9k | 298.67 |
| 2019-06-30 | $1.5M | 5.2k | 294.71 |
| 2019-03-31 | $1.5M | 5.4k | 284.61 |
| 2018-12-31 | $3.0M | 12k | 251.62 |
| 2018-09-30 | $4.1M | 14k | 292.72 |
| 2018-06-30 | $4.1M | 15k | 273.04 |
| 2018-03-31 | $4.1M | 16k | 265.37 |
| 2017-12-31 | $4.4M | 16k | 268.82 |
| 2017-09-30 | $4.3M | 17k | 252.95 |
| 2017-06-30 | $4.2M | 17k | 243.43 |
| 2017-03-31 | $4.2M | 18k | 237.25 |
| 2016-12-31 | $5.1M | 23k | 224.98 |
| 2016-09-30 | $5.1M | 24k | 217.57 |
| 2016-06-30 | $5.0M | 24k | 210.50 |
| 2016-03-31 | $4.0M | 19k | 206.66 |
| 2015-12-31 | $3.9M | 19k | 204.86 |
| 2015-09-30 | $3.7M | 19k | 192.69 |
| 2015-06-30 | $1.2M | 5.9k | 207.21 |
| 2015-03-31 | $1.2M | 5.5k | 213.02 |
| 2014-12-31 | $1.1M | 5.4k | 206.15 |