iShares S&P 500 Index shares owned by Canvas Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Canvas Wealth Advisors
from 13F filings
Historical chart of Canvas Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Canvas Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.4M | 15k | 576.84 |
| 2024-06-30 | $7.0M | 13k | 544.83 |
| 2024-03-31 | $6.1M | 12k | 503.04 |
| 2023-12-31 | $3.4M | 7.0k | 478.96 |
| 2023-09-30 | $2.8M | 6.6k | 423.12 |
| 2023-06-30 | $3.0M | 6.5k | 456.61 |
| 2023-03-31 | $2.7M | 6.6k | 414.23 |
| 2022-12-31 | $3.1M | 8.0k | 393.33 |
| 2022-09-30 | $3.0M | 7.9k | 383.58 |
| 2022-06-30 | $2.9M | 7.7k | 379.07 |
| 2022-03-31 | $3.0M | 7.2k | 418.12 |
| 2021-12-31 | $3.5M | 7.3k | 476.97 |
| 2021-09-30 | $2.9M | 6.7k | 430.84 |
| 2021-06-30 | $2.8M | 6.5k | 429.94 |
| 2021-03-31 | $2.7M | 6.5k | 413.09 |