iShares S&P 500 Index shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Triangle Securities Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $289k | 606 | 477.63 |
| 2023-09-30 | $260k | 606 | 429.43 |
| 2023-06-30 | $252k | 566 | 445.71 |
| 2023-03-31 | $233k | 566 | 411.08 |
| 2022-12-31 | $225k | 586 | 384.21 |
| 2014-09-30 | $907k | 4.6k | 198.25 |
| 2014-06-30 | $837k | 4.3k | 196.94 |
| 2013-12-31 | $789k | 4.3k | 185.65 |
| 2013-09-30 | $718k | 4.3k | 168.94 |
| 2013-06-30 | $684k | 4.3k | 160.94 |
| 2013-03-31 | $165k | 1.1k | 157.14 |
| 2012-12-31 | $150k | 1.1k | 142.86 |
| 2012-09-30 | $152k | 1.1k | 144.76 |
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