iShares S&P 500 Index shares owned by Appropriate Balance Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Appropriate Balance Financial Services
from 13F filings
Historical chart of Appropriate Balance Financial Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Appropriate Balance Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $6.1k | 1.5k | 3.96 |
| 2017-06-30 | $6.0k | 1.5k | 4.11 |
| 2017-03-31 | $6.1k | 1.5k | 4.22 |
| 2016-12-31 | $1.4M | 6.2k | 224.93 |
| 2016-09-30 | $590k | 2.7k | 217.47 |
| 2016-06-30 | $604k | 2.9k | 210.31 |
| 2016-03-31 | $867k | 4.2k | 206.58 |
More positions owned by Appropriate Balance Financial Services
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