iShares S&P 500 Index shares owned by Wealth Management Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.8M | 17k | 525.73 |
| 2023-12-31 | $9.0M | 19k | 477.63 |
| 2023-09-30 | $9.0M | 21k | 429.43 |
| 2023-06-30 | $7.2M | 16k | 445.71 |
| 2023-03-31 | $6.0M | 15k | 411.08 |
| 2022-12-31 | $4.6M | 12k | 384.18 |
| 2022-09-30 | $4.1M | 11k | 358.62 |
| 2022-06-30 | $2.6M | 6.9k | 379.14 |
| 2022-03-31 | $3.1M | 6.7k | 453.73 |
| 2021-12-31 | $3.3M | 6.9k | 476.90 |
| 2021-09-30 | $3.2M | 7.5k | 430.85 |
| 2021-06-30 | $3.2M | 7.5k | 429.98 |
| 2021-03-31 | $3.0M | 7.6k | 397.85 |
| 2020-12-31 | $2.8M | 7.4k | 375.35 |
| 2020-09-30 | $2.4M | 7.2k | 336.00 |
| 2020-06-30 | $2.4M | 7.8k | 309.62 |
| 2020-03-31 | $11M | 41k | 258.39 |
| 2019-12-31 | $4.5M | 14k | 323.26 |
| 2019-09-30 | $1.8M | 6.1k | 298.44 |
| 2019-06-30 | $1.4M | 4.8k | 294.77 |
| 2019-03-31 | $1.4M | 4.9k | 284.46 |
| 2018-12-31 | $1.6M | 6.4k | 251.61 |
| 2018-09-30 | $2.4M | 8.1k | 292.72 |
| 2018-06-30 | $2.1M | 7.6k | 273.03 |
| 2018-03-31 | $1.6M | 6.0k | 265.35 |
| 2017-12-31 | $1.3M | 4.8k | 268.77 |
| 2017-09-30 | $1.1M | 4.2k | 252.87 |
| 2017-06-30 | $770k | 3.2k | 243.44 |
| 2017-03-31 | $754k | 3.2k | 237.41 |
| 2016-12-31 | $697k | 3.1k | 224.84 |
| 2016-09-30 | $674k | 3.1k | 217.42 |
| 2016-06-30 | $716k | 3.4k | 210.40 |
| 2016-03-31 | $786k | 3.8k | 206.68 |
| 2015-12-31 | $1.2M | 5.7k | 204.80 |
| 2015-09-30 | $1.2M | 6.1k | 192.71 |
| 2015-06-30 | $1.3M | 6.3k | 207.30 |
| 2015-03-31 | $1.3M | 6.3k | 207.84 |
| 2014-12-31 | $1.6M | 7.5k | 206.92 |
| 2014-09-30 | $978k | 4.9k | 198.31 |
| 2014-06-30 | $503k | 2.6k | 196.95 |
| 2014-03-31 | $476k | 2.5k | 188.22 |
| 2013-12-31 | $470k | 2.5k | 185.84 |
| 2013-09-30 | $427k | 2.5k | 168.84 |
| 2013-06-30 | $395k | 2.5k | 160.96 |
| 2013-03-31 | $346k | 2.2k | 157.27 |
| 2012-12-31 | $315k | 2.2k | 143.18 |
| 2012-09-30 | $289k | 2.0k | 144.50 |
| 2012-06-30 | $274k | 2.0k | 137.00 |