iShares S&P 500 Index shares owned by BCGM Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BCGM Wealth Management
from 13F filings
Historical chart of BCGM Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by BCGM Wealth Management 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 BCGM Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 29k | 477.63 |
| 2023-09-30 | $12M | 29k | 429.42 |
| 2023-06-30 | $33M | 74k | 445.71 |
| 2023-03-31 | $29M | 70k | 411.08 |
| 2022-12-31 | $29M | 77k | 384.21 |
| 2022-09-30 | $29M | 77k | 376.36 |
| 2022-06-30 | $34M | 81k | 414.28 |
| 2022-03-31 | $31M | 75k | 413.56 |
| 2021-12-31 | $28M | 59k | 477.00 |
| 2021-09-30 | $24M | 52k | 460.98 |
| 2021-06-30 | $23M | 52k | 440.39 |
| 2021-03-31 | $14M | 34k | 413.82 |
| 2020-12-31 | $14M | 35k | 394.18 |