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iShares S&P 500 Index shares owned by Bnc Wealth Management

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

Historical chart of Bnc Wealth Management 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 Bnc 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 Bnc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $829k 1.4k 576.82
2024-06-30 $840k 1.5k 547.23
2024-03-31 $756k 1.4k 525.73
2023-12-31 $532k 1.1k 477.63
2023-09-30 $478k 1.1k 429.43
2023-06-30 $497k 1.1k 445.71
2023-03-31 $458k 1.1k 411.08
2022-12-31 $428k 1.1k 384.21
2022-09-30 $400k 1.1k 359.07
2022-06-30 $422k 1.1k 378.82
2022-03-31 $505k 1.1k 453.32
2021-12-31 $532k 1.1k 476.70
2021-09-30 $293k 679 431.52
2021-06-30 $292k 679 430.04
2021-03-31 $270k 679 397.64
2020-12-31 $254k 677 375.18