iShares S&P 500 Index shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.8M | 6.5k | 429.44 |
| 2023-06-30 | $2.8M | 6.3k | 445.72 |
| 2023-03-31 | $2.7M | 6.6k | 411.11 |
| 2022-12-31 | $2.5M | 6.5k | 384.18 |
| 2022-09-30 | $2.9M | 8.1k | 358.67 |
| 2022-06-30 | $3.2M | 8.4k | 379.13 |
| 2022-03-31 | $3.8M | 8.3k | 453.62 |
| 2021-12-31 | $4.5M | 9.4k | 476.99 |
| 2021-09-30 | $4.1M | 9.6k | 430.86 |
| 2021-06-30 | $4.3M | 10k | 429.96 |
| 2021-03-31 | $4.1M | 10k | 397.87 |
| 2020-12-31 | $4.1M | 11k | 375.45 |
| 2020-09-30 | $4.0k | 11k | 0.38 |
| 2020-06-30 | $3.5M | 11k | 309.74 |
| 2020-03-31 | $3.0M | 11k | 258.42 |
| 2019-12-31 | $3.5M | 11k | 323.27 |
| 2019-09-30 | $2.9M | 9.6k | 296.07 |