iShares S&P 500 Index shares owned by Acima Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Acima Private Wealth
from 13F filings
Historical chart of Acima Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Acima Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Acima Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 40k | 477.63 |
| 2023-09-30 | $15M | 35k | 429.43 |
| 2023-06-30 | $8.0M | 18k | 445.71 |
| 2023-03-31 | $7.5M | 18k | 411.08 |
| 2022-12-31 | $6.9M | 18k | 384.21 |
| 2022-09-30 | $6.3M | 18k | 358.65 |
| 2022-06-30 | $6.6M | 18k | 379.15 |
| 2022-03-31 | $7.3M | 16k | 453.71 |
| 2021-12-31 | $7.0M | 15k | 477.01 |
| 2021-09-30 | $5.4M | 13k | 430.86 |
| 2021-06-30 | $5.6M | 13k | 429.92 |
| 2021-03-31 | $5.3M | 13k | 397.84 |
| 2020-12-31 | $4.9M | 13k | 375.36 |
| 2020-09-30 | $4.4M | 13k | 336.03 |
| 2020-06-30 | $3.5M | 11k | 309.65 |
| 2020-03-31 | $2.7M | 11k | 258.39 |
| 2019-12-31 | $279k | 863 | 323.29 |
| 2019-09-30 | $257k | 863 | 297.80 |
| 2019-06-30 | $254k | 863 | 294.32 |
| 2019-03-31 | $246k | 863 | 285.05 |
| 2018-12-31 | $150k | 597 | 251.26 |