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

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

Historical chart of Prosperity 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 Prosperity 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $658k 1.4k 477.75
2023-09-30 $906k 2.1k 429.46
2023-06-30 $920k 2.1k 445.74
2023-03-31 $865k 2.1k 411.12
2022-12-31 $731k 1.9k 384.21