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iShares S&P 500 Index shares owned by Beirne Wealth Consulting Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beirne Wealth Consulting Services from 13F filings

Historical chart of Beirne Wealth Consulting Services 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 Beirne Wealth Consulting 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 Beirne Wealth Consulting Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 27k 477.97
2023-09-30 $15M 34k 445.95
2023-06-30 $15M 34k 445.95
2023-03-31 $13M 32k 411.29
2022-12-31 $13M 33k 384.40
2022-09-30 $15M 41k 358.80
2022-06-30 $16M 42k 379.26
2022-03-31 $19M 42k 453.88
2021-12-31 $20M 42k 477.06
2021-09-30 $18M 42k 430.78
2021-06-30 $17M 40k 429.88
2021-03-31 $19M 49k 397.82
2020-12-31 $18M 48k 375.39
2020-09-30 $16M 48k 336.07
2020-06-30 $15M 48k 309.68
2020-03-31 $12M 46k 258.40
2019-12-31 $9.7M 30k 323.25
2019-09-30 $5.9M 20k 298.51
2019-06-30 $5.1M 17k 294.77
2019-03-31 $2.2M 7.7k 284.55
2018-12-31 $1.9M 7.5k 251.87