iShares S&P 500 Index shares owned by Campbell Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Campbell Wealth Management
from 13F filings
Historical chart of Campbell Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Campbell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 51k | 576.83 |
| 2024-03-31 | $27M | 51k | 525.73 |
| 2023-12-31 | $24M | 50k | 477.62 |
| 2023-09-30 | $22M | 51k | 429.43 |
| 2023-06-30 | $23M | 51k | 445.71 |
| 2023-03-31 | $23M | 55k | 411.08 |
| 2022-12-31 | $21M | 55k | 384.21 |
| 2022-09-30 | $18M | 50k | 358.65 |
| 2022-06-30 | $19M | 51k | 379.16 |
| 2022-03-31 | $25M | 54k | 453.70 |
| 2021-12-31 | $26M | 54k | 476.99 |
| 2021-09-30 | $24M | 55k | 430.83 |
| 2021-06-30 | $23M | 53k | 429.93 |
| 2021-03-31 | $21M | 54k | 397.81 |
| 2020-12-31 | $20M | 53k | 375.40 |
| 2020-09-30 | $18M | 52k | 336.06 |
| 2020-06-30 | $16M | 51k | 309.70 |
| 2020-03-31 | $13M | 51k | 258.40 |
| 2019-12-31 | $16M | 51k | 323.24 |
| 2019-09-30 | $15M | 50k | 298.51 |
| 2019-06-30 | $14M | 48k | 294.75 |
| 2019-03-31 | $14M | 49k | 284.57 |
| 2018-12-31 | $14M | 57k | 251.60 |
More positions owned by Campbell Wealth Management
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