iShares S&P 500 Index shares owned by Cahaba Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cahaba Wealth Management
from 13F filings
Historical chart of Cahaba Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cahaba Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $281M | 589k | 477.63 |
| 2023-09-30 | $246M | 573k | 429.43 |
| 2023-06-30 | $249M | 559k | 445.71 |
| 2023-03-31 | $226M | 549k | 411.08 |
| 2022-12-31 | $203M | 527k | 384.21 |
| 2022-09-30 | $182M | 508k | 358.65 |
| 2022-06-30 | $187M | 492k | 379.15 |
| 2022-03-31 | $191M | 462k | 413.56 |
| 2021-12-31 | $178M | 374k | 476.99 |
| 2021-09-30 | $155M | 360k | 430.82 |
| 2021-06-30 | $156M | 354k | 440.40 |
| 2021-03-31 | $145M | 365k | 397.82 |
| 2020-12-31 | $134M | 349k | 384.31 |
| 2020-09-30 | $112M | 333k | 336.06 |
| 2020-06-30 | $107M | 327k | 326.38 |
| 2020-03-31 | $81M | 315k | 258.40 |
| 2019-12-31 | $99M | 305k | 323.24 |
| 2019-09-30 | $85M | 284k | 298.52 |
| 2019-06-30 | $78M | 264k | 294.75 |
| 2019-03-31 | $71M | 250k | 284.56 |
| 2018-12-31 | $58M | 231k | 251.61 |
| 2018-09-30 | $60M | 205k | 293.87 |
| 2018-06-30 | $55M | 196k | 281.62 |
| 2018-03-31 | $46M | 176k | 259.21 |
| 2017-12-31 | $43M | 160k | 268.84 |
| 2017-09-30 | $36M | 144k | 252.93 |