iShares S&P 500 Index shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 422 | 669.92 |
| 2025-06-30 | $262k | 421 | 621.41 |
| 2025-03-31 | $237k | 422 | 562.24 |
| 2024-12-31 | $259k | 440 | 588.91 |
| 2024-09-30 | $255k | 441 | 577.91 |
| 2024-06-30 | $241k | 440 | 547.72 |
| 2024-03-31 | $464k | 883 | 525.91 |
| 2023-12-31 | $231k | 483 | 477.74 |
| 2023-09-30 | $368k | 856 | 429.89 |
| 2023-06-30 | $84k | 187 | 447.91 |
| 2023-03-31 | $78k | 188 | 412.32 |
| 2022-12-31 | $72k | 187 | 385.03 |
| 2022-09-30 | $67k | 187 | 358.29 |
| 2022-06-30 | $71k | 185 | 383.78 |
| 2022-03-31 | $90k | 199 | 452.26 |
| 2021-12-31 | $95k | 199 | 477.39 |
More positions owned by CarsonAllaria Wealth Management
View all positions for CarsonAllaria Wealth Management