iShares S&P 500 Index shares owned by APCM Wealth Management for Individuals
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by APCM Wealth Management for Individuals
from 13F filings
Historical chart of APCM Wealth Management for Individuals investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by APCM Wealth Management for Individuals
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $326k | 499 | 653.21 |
| 2024-09-30 | $2.9k | 5 | 576.80 |
| 2024-06-30 | $2.7k | 5 | 547.20 |
| 2024-03-31 | $2.6k | 5 | 525.80 |
| 2023-12-31 | $2.4k | 5 | 477.60 |
| 2023-09-30 | $2.1k | 5 | 429.40 |
| 2023-06-30 | $172k | 386 | 445.71 |
| 2023-03-31 | $2.1k | 5 | 411.00 |
| 2020-06-30 | $595k | 1.9k | 309.90 |
| 2019-12-31 | $39M | 121k | 323.24 |
| 2019-09-30 | $4.5M | 15k | 298.55 |
| 2019-06-30 | $2.8M | 9.8k | 284.56 |
| 2019-03-31 | $2.8M | 9.8k | 284.56 |
| 2018-12-31 | $1.7M | 6.8k | 251.62 |
More positions owned by APCM Wealth Management for Individuals
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