iShares S&P 500 Index shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Ml & R 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 Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 4.7k | 477.63 |
| 2023-09-30 | $1.3M | 3.1k | 429.43 |
| 2023-06-30 | $1.3M | 2.9k | 445.71 |
| 2023-03-31 | $1.2M | 2.9k | 411.08 |
| 2022-12-31 | $792k | 2.1k | 384.21 |
| 2022-09-30 | $250k | 697 | 358.68 |
| 2022-06-30 | $223k | 588 | 379.25 |
| 2022-03-31 | $451k | 993 | 454.18 |
| 2021-12-31 | $509k | 1.1k | 477.04 |