iShares S&P 500 Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $43M | 73k | 585.24 |
| 2024-06-30 | $38M | 70k | 547.23 |
| 2024-03-31 | $37M | 71k | 525.73 |
| 2023-12-31 | $31M | 65k | 477.63 |
| 2023-09-30 | $17M | 40k | 429.43 |
| 2023-06-30 | $18M | 39k | 445.72 |
| 2023-03-31 | $17M | 40k | 411.08 |
| 2022-12-31 | $15M | 39k | 384.21 |
| 2022-09-30 | $15M | 39k | 375.80 |
| 2022-06-30 | $15M | 39k | 379.14 |
| 2022-03-31 | $17M | 37k | 476.98 |
| 2021-12-31 | $17M | 37k | 476.98 |
| 2021-09-30 | $16M | 37k | 430.82 |
| 2021-06-30 | $16M | 37k | 429.91 |
| 2021-03-31 | $14M | 36k | 397.82 |
| 2020-12-31 | $14M | 38k | 375.39 |
| 2020-09-30 | $16M | 49k | 336.05 |
| 2020-06-30 | $15M | 47k | 309.69 |
| 2020-03-31 | $12M | 46k | 258.38 |
| 2019-12-31 | $1.9M | 5.9k | 323.08 |
| 2019-09-30 | $1.2M | 4.0k | 298.43 |
| 2019-06-30 | $1.1M | 3.8k | 294.66 |
| 2019-03-31 | $958k | 3.4k | 284.61 |
| 2018-12-31 | $779k | 3.1k | 251.70 |