iShares S&P 500 Index shares owned by Buck Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Buck Wealth Strategies
from 13F filings
Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Buck Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $546k | 1.0k | 525.74 |
2023-12-31 | $12M | 26k | 477.64 |
2023-09-30 | $11M | 26k | 429.44 |
2022-09-30 | $10M | 24k | 429.64 |