iShares S&P 500 Index shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.6M | 6.5k | 547.24 |
| 2024-03-31 | $3.4M | 6.5k | 525.74 |
| 2023-12-31 | $3.1M | 6.6k | 477.64 |
| 2023-09-30 | $2.8M | 6.6k | 429.43 |
| 2023-06-30 | $2.9M | 6.6k | 445.71 |
| 2023-03-31 | $2.7M | 6.6k | 411.08 |
| 2022-12-31 | $2.5M | 6.6k | 384.21 |
| 2022-09-30 | $2.4M | 6.6k | 358.64 |
| 2022-06-30 | $2.5M | 6.6k | 379.09 |
| 2022-03-31 | $3.2M | 7.0k | 453.73 |
| 2021-12-31 | $3.3M | 6.9k | 477.04 |
More positions owned by Cassady Schiller Wealth Management
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