iShares S&P 500 Index shares owned by Brown Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown 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 Brown 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 Brown Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $14M | 26k | 525.72 |