iShares S&P 500 Index shares owned by Altium Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Altium Wealth Management
from 13F filings
Historical chart of Altium Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Altium Wealth Management 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 Altium Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $1.4M | 3.8k | 379.16 |
| 2022-03-31 | $1.5M | 3.4k | 453.74 |
| 2021-12-31 | $1.3M | 2.8k | 477.08 |
| 2021-09-30 | $1.2M | 2.8k | 430.98 |
| 2021-06-30 | $1.2M | 2.8k | 429.94 |
| 2021-03-31 | $1.2M | 2.9k | 397.95 |
| 2020-12-31 | $1.1M | 2.8k | 375.31 |
| 2020-09-30 | $970k | 2.9k | 336.11 |
| 2020-06-30 | $917k | 3.0k | 309.80 |
| 2020-03-31 | $812k | 3.1k | 258.43 |
| 2019-12-31 | $1.1M | 3.5k | 323.14 |
| 2019-09-30 | $974k | 3.3k | 298.50 |
| 2019-06-30 | $571k | 1.9k | 294.63 |
| 2019-03-31 | $628k | 2.2k | 284.55 |
| 2018-12-31 | $545k | 2.2k | 251.62 |
| 2018-09-30 | $534k | 1.8k | 292.92 |
| 2018-06-30 | $490k | 1.8k | 272.83 |
| 2018-03-31 | $588k | 2.2k | 265.34 |
| 2017-12-31 | $379k | 1.4k | 268.99 |