iShares S&P 500 Index shares owned by Abound Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound 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 Abound 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 Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $19M | 34k | 547.24 |
| 2024-03-31 | $18M | 34k | 525.73 |
| 2023-12-31 | $16M | 34k | 477.63 |
| 2023-09-30 | $15M | 34k | 429.43 |
| 2023-06-30 | $15M | 34k | 445.71 |
| 2023-03-31 | $14M | 33k | 411.08 |
| 2022-12-31 | $13M | 34k | 384.21 |
| 2022-09-30 | $12M | 33k | 358.65 |
| 2022-06-30 | $9.2M | 24k | 379.15 |
| 2022-03-31 | $7.2M | 16k | 453.68 |
| 2021-12-31 | $6.6M | 14k | 476.99 |