iShares S&P 500 Index shares owned by Balanced Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Balanced Wealth Group
from 13F filings
Historical chart of Balanced Wealth Group investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Balanced Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 2.1k | 576.72 |
2024-06-30 | $1.5M | 2.7k | 548.34 |
2024-03-31 | $1.4M | 2.7k | 522.73 |
2023-12-31 | $1.2M | 2.5k | 477.54 |