iShares S&P 500 Index shares owned by Boyd Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Boyd Wealth Management
from 13F filings
Historical chart of Boyd 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 Boyd Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Boyd Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 17k | 525.73 |
| 2023-12-31 | $8.1M | 17k | 477.63 |
| 2023-09-30 | $7.4M | 17k | 429.43 |
| 2023-06-30 | $7.6M | 17k | 445.71 |
| 2023-03-31 | $7.0M | 17k | 411.08 |
| 2022-12-31 | $6.2M | 16k | 384.21 |
| 2022-09-30 | $6.3M | 18k | 358.64 |
| 2022-06-30 | $6.8M | 18k | 379.18 |
| 2022-03-31 | $9.4M | 21k | 453.71 |
| 2021-12-31 | $11M | 22k | 477.01 |