iShares S&P 500 Index shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate Wealth Management 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 Accurate Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $572k | 1.1k | 497.55 |
2023-12-31 | $344k | 718 | 478.43 |
2023-09-30 | $401k | 915 | 437.89 |
2023-06-30 | $374k | 829 | 451.39 |
2023-03-31 | $530k | 1.3k | 411.54 |
2022-12-31 | $391k | 996 | 392.22 |
2022-09-30 | $553k | 1.5k | 367.20 |
2022-06-30 | $342k | 882 | 387.76 |
2022-03-31 | $207k | 456 | 453.95 |
2021-12-31 | $207k | 447 | 463.09 |
2021-06-30 | $234k | 544 | 430.15 |
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