iShares S&P 500 Index shares owned by Southern Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $3.3M | 8.0k | 411.09 |
| 2022-12-31 | $3.8M | 9.8k | 384.22 |
| 2022-09-30 | $2.2M | 5.6k | 387.82 |
| 2022-06-30 | $1.5M | 4.1k | 379.17 |
| 2022-03-31 | $1.3M | 2.8k | 453.64 |
| 2021-12-31 | $883k | 1.9k | 476.78 |
| 2021-09-30 | $732k | 1.7k | 430.59 |
| 2021-06-30 | $753k | 1.7k | 444.51 |
| 2021-03-31 | $670k | 1.7k | 398.10 |
| 2020-12-31 | $627k | 1.7k | 375.45 |
| 2020-09-30 | $17M | 51k | 336.06 |
| 2020-06-30 | $466k | 1.5k | 309.63 |
| 2020-03-31 | $2.7M | 11k | 258.37 |
| 2019-12-31 | $3.4M | 11k | 323.22 |
More positions owned by Southern Wealth Management
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