iShares S&P 500 Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 2.7k | 525.82 |
| 2023-12-31 | $928k | 1.9k | 477.61 |
| 2023-09-30 | $861k | 2.0k | 429.39 |
| 2023-06-30 | $859k | 1.9k | 445.67 |
| 2023-03-31 | $616k | 1.5k | 411.02 |
| 2022-12-31 | $226k | 588 | 384.02 |
| 2022-09-30 | $295k | 824 | 358.01 |
| 2022-06-30 | $236k | 624 | 378.21 |
| 2022-03-31 | $289k | 637 | 453.69 |
| 2021-12-31 | $362k | 759 | 476.94 |
| 2021-09-30 | $291k | 675 | 431.11 |
| 2021-06-30 | $230k | 533 | 431.52 |
| 2021-03-31 | $162k | 407 | 398.03 |
| 2020-12-31 | $20k | 54 | 370.37 |
| 2020-09-30 | $13k | 40 | 325.00 |
| 2020-06-30 | $16k | 50 | 320.00 |
| 2020-03-31 | $13k | 50 | 260.00 |
| 2019-12-31 | $11k | 34 | 323.53 |
| 2019-09-30 | $25k | 83 | 301.20 |
| 2019-06-30 | $32k | 110 | 290.91 |
| 2019-03-31 | $71k | 250 | 284.00 |
| 2018-12-31 | $69k | 278 | 248.20 |