iShares S&P 500 Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 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 9258 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.0M | 15k | 477.62 |
| 2023-09-30 | $6.5M | 15k | 429.43 |
| 2023-06-30 | $7.0M | 16k | 445.71 |
| 2023-03-31 | $7.5M | 18k | 411.08 |
| 2022-12-31 | $7.2M | 19k | 384.21 |
| 2022-09-30 | $7.0M | 20k | 358.66 |
| 2022-06-30 | $8.0M | 21k | 379.17 |
| 2022-03-31 | $9.8M | 22k | 453.68 |
| 2021-12-31 | $7.7M | 16k | 477.00 |
| 2021-09-30 | $6.0M | 14k | 430.85 |
| 2021-06-30 | $5.6M | 13k | 429.96 |
| 2021-03-31 | $4.5M | 11k | 397.86 |
| 2020-12-31 | $4.3M | 11k | 375.39 |
| 2020-09-30 | $3.7M | 11k | 327.57 |
| 2020-06-30 | $3.6M | 12k | 309.70 |
| 2020-03-31 | $3.3M | 12k | 288.21 |
| 2019-12-31 | $3.9M | 12k | 323.21 |
| 2019-09-30 | $1.0M | 3.4k | 298.34 |
| 2019-06-30 | $1.2M | 4.2k | 294.73 |
| 2019-03-31 | $680k | 2.4k | 284.64 |
| 2018-12-31 | $317k | 1.3k | 251.59 |