iShares S&P 500 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.6M | 3.0k | 525.69 |
2023-12-31 | $1.2M | 2.6k | 477.66 |
2023-09-30 | $1.1M | 2.6k | 429.51 |
2023-06-30 | $1.2M | 2.6k | 445.79 |
2023-03-31 | $1.0M | 2.5k | 411.18 |
2022-12-31 | $975k | 2.5k | 384.17 |
2022-09-30 | $982k | 2.7k | 358.92 |
2022-06-30 | $1.0M | 2.7k | 378.89 |
2022-03-31 | $1.1M | 2.5k | 453.81 |
2021-12-31 | $1.2M | 2.6k | 476.79 |
2021-09-30 | $1.2M | 2.9k | 430.84 |
2021-06-30 | $1.3M | 2.9k | 429.75 |
2021-03-31 | $1.3M | 13k | 97.38 |
2020-12-31 | $1.6M | 4.3k | 375.32 |
2020-09-30 | $2.0M | 5.8k | 336.02 |
2020-06-30 | $2.4M | 7.6k | 309.65 |
2020-03-31 | $2.3M | 8.9k | 258.43 |
2019-12-31 | $2.6M | 8.0k | 323.27 |
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