iShares S&P 500 Index shares owned by Abundance Wealth Counselors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Abundance Wealth Counselors
from 13F filings
Historical chart of Abundance Wealth Counselors 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 Abundance Wealth Counselors 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 Abundance Wealth Counselors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $116M | 201k | 576.82 |
2024-03-31 | $109M | 208k | 525.73 |
2023-12-31 | $100M | 209k | 477.63 |
2023-09-30 | $91M | 212k | 429.43 |
2023-03-31 | $93M | 226k | 411.08 |
2022-12-31 | $82M | 214k | 384.21 |
2022-09-30 | $82M | 228k | 358.65 |
2022-06-30 | $86M | 228k | 379.15 |
2022-03-31 | $103M | 228k | 453.69 |
2021-12-31 | $106M | 221k | 476.99 |
2021-06-30 | $100M | 234k | 429.92 |
2021-03-31 | $353k | 888 | 397.52 |
2020-12-31 | $102M | 272k | 375.39 |
2020-09-30 | $93M | 275k | 336.06 |
2020-06-30 | $81M | 263k | 309.69 |
2020-03-31 | $84M | 324k | 258.40 |
2019-12-31 | $102M | 317k | 323.24 |
2019-09-30 | $95M | 317k | 298.52 |
2019-06-30 | $96M | 325k | 294.75 |
2019-03-31 | $122M | 428k | 284.56 |
2018-12-31 | $108M | 429k | 251.61 |
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