iShares S&P 500 Index shares owned by Aries Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $688k | 1.2k | 588.68 |
| 2024-09-30 | $674k | 1.2k | 576.82 |
| 2024-06-30 | $640k | 1.2k | 547.23 |
| 2024-03-31 | $536k | 1.0k | 525.73 |
| 2023-12-31 | $528k | 1.1k | 477.63 |
| 2022-03-31 | $9.2M | 20k | 453.67 |
| 2021-12-31 | $218k | 456 | 478.07 |
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