iShares S&P 500 Index shares owned by Aris Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aris Wealth Services
from 13F filings
Historical chart of Aris Wealth Services investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Aris Wealth Services 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 Aris Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $903k | 4.7k | 192.78 |
| 2015-06-30 | $801k | 3.9k | 207.19 |
| 2015-03-31 | $791k | 3.8k | 207.72 |
| 2014-12-31 | $693k | 3.3k | 206.99 |
| 2014-09-30 | $594k | 3.0k | 198.20 |
| 2014-06-30 | $452k | 2.3k | 197.21 |
| 2014-03-31 | $1.4M | 7.3k | 188.13 |
| 2011-12-31 | $1.5M | 12k | 125.99 |
| 2011-09-30 | $1.4M | 13k | 113.69 |
| 2011-06-30 | $1.8M | 14k | 132.44 |
| 2011-03-31 | $4.0M | 30k | 132.99 |