iShares S&P 500 Index shares owned by Braver Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Braver Wealth Management
from 13F filings
Historical chart of Braver Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Braver 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 Braver Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2016-12-31 | $87M | 389k | 224.99 |
| 2016-09-30 | $69M | 318k | 217.56 |
| 2016-06-30 | $78M | 368k | 210.50 |
| 2016-03-31 | $66M | 320k | 206.65 |
| 2015-12-31 | $87M | 423k | 204.87 |
| 2015-09-30 | $70M | 364k | 192.71 |
| 2015-06-30 | $93M | 450k | 207.22 |
| 2015-03-31 | $104M | 503k | 207.83 |
| 2014-12-31 | $107M | 516k | 206.87 |
| 2014-09-30 | $64M | 325k | 198.26 |
| 2014-06-30 | $69M | 348k | 197.00 |
| 2014-03-31 | $66M | 352k | 188.14 |
| 2013-12-31 | $60M | 323k | 185.65 |
| 2013-09-30 | $50M | 294k | 168.90 |
| 2013-06-30 | $48M | 299k | 160.88 |