iShares S&P 500 Index shares owned by Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group 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 Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $98M | 186k | 523.39 |
2023-12-31 | $90M | 182k | 496.39 |