iShares S&P 500 Index shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $3.2M | 7.3k | 445.73 |
| 2023-03-31 | $3.2M | 7.7k | 411.09 |
| 2022-12-31 | $3.0M | 7.7k | 384.21 |
| 2022-09-30 | $2.7M | 7.5k | 358.65 |
| 2022-06-30 | $3.2M | 8.5k | 379.19 |
| 2022-03-31 | $3.4M | 7.5k | 453.63 |
| 2021-12-31 | $3.6M | 7.5k | 477.00 |
| 2021-09-30 | $3.2M | 7.4k | 430.78 |
| 2021-06-30 | $3.2M | 7.4k | 429.94 |
| 2021-03-31 | $3.0M | 7.7k | 397.81 |
| 2020-12-31 | $2.9M | 7.8k | 375.35 |
| 2020-09-30 | $2.6M | 7.9k | 336.08 |
| 2020-06-30 | $5.3M | 17k | 309.67 |
| 2020-03-31 | $4.3M | 17k | 258.41 |
| 2019-12-31 | $5.2M | 16k | 323.25 |
| 2019-09-30 | $4.8M | 16k | 298.52 |
| 2019-06-30 | $4.8M | 16k | 294.78 |
| 2019-03-31 | $5.0M | 18k | 284.59 |
| 2018-12-31 | $4.1M | 16k | 251.61 |
| 2018-09-30 | $4.4M | 15k | 292.73 |
| 2018-06-30 | $3.7M | 14k | 273.07 |
| 2018-03-31 | $3.8M | 15k | 265.38 |
| 2017-12-31 | $3.7M | 14k | 268.87 |
| 2017-09-30 | $4.0M | 16k | 252.94 |
| 2017-06-30 | $1.6M | 6.6k | 243.36 |
| 2017-03-31 | $1.3M | 5.7k | 237.18 |
| 2016-12-31 | $994k | 4.4k | 224.89 |
| 2016-09-30 | $851k | 3.9k | 217.54 |
| 2016-06-30 | $818k | 3.9k | 210.61 |
| 2016-03-31 | $803k | 3.9k | 206.75 |
More positions owned by BerganKDV Wealth Management
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