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

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

Historical chart of Price 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 Price 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 Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $26M 76k 336.05
2020-06-30 $21M 67k 309.69
2020-03-31 $18M 69k 258.40
2019-12-31 $9.4M 29k 323.23
2019-09-30 $8.9M 30k 298.53
2019-06-30 $6.8M 23k 294.75
2019-03-31 $6.4M 23k 284.54
2018-12-31 $5.4M 21k 251.63
2018-09-30 $8.5M 29k 292.73
2018-06-30 $4.9M 18k 273.05
2018-03-31 $4.7M 18k 265.38
2017-12-31 $6.5M 24k 268.85