iShares S&P 500 Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $3.2M | 7.6k | 419.93 |
| 2023-06-30 | $13M | 30k | 445.71 |
| 2023-03-31 | $12M | 30k | 411.07 |
| 2022-12-31 | $12M | 31k | 384.21 |
| 2022-09-30 | $11M | 30k | 358.66 |
| 2022-06-30 | $12M | 31k | 379.15 |
| 2022-03-31 | $16M | 35k | 453.68 |
| 2021-12-31 | $16M | 34k | 476.98 |
| 2021-09-30 | $15M | 36k | 430.83 |
| 2021-06-30 | $16M | 36k | 429.93 |
| 2021-03-31 | $14M | 34k | 397.83 |
| 2020-12-31 | $12M | 33k | 375.39 |
| 2020-09-30 | $11M | 32k | 336.07 |
| 2020-06-30 | $10M | 33k | 309.68 |
| 2020-03-31 | $8.6M | 33k | 258.39 |
| 2019-12-31 | $3.7M | 11k | 323.08 |
More positions owned by Carolinas Wealth Consulting
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