iShares S&P 500 Index shares owned by Ccg Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Ccg Wealth Management
from 13F filings
Historical chart of Ccg Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Ccg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 2.2k | 588.68 |
| 2024-09-30 | $1.2M | 2.1k | 576.78 |
| 2024-06-30 | $1.2M | 2.2k | 547.35 |
| 2024-03-31 | $1.1M | 2.2k | 525.75 |
| 2023-12-31 | $921k | 1.9k | 477.69 |
| 2023-09-30 | $842k | 2.0k | 429.32 |
| 2023-06-30 | $849k | 1.9k | 445.60 |
| 2023-03-31 | $787k | 1.9k | 411.04 |
| 2022-12-31 | $667k | 1.7k | 384.25 |
| 2022-09-30 | $515k | 1.4k | 358.64 |
| 2022-06-30 | $543k | 1.4k | 379.19 |
| 2022-03-31 | $662k | 1.5k | 453.74 |
| 2021-12-31 | $676k | 1.4k | 477.06 |
| 2021-09-30 | $609k | 1.4k | 430.69 |
| 2021-06-30 | $217k | 505 | 429.70 |
| 2021-03-31 | $201k | 505 | 398.02 |
| 2020-03-31 | $218k | 843 | 258.60 |
| 2019-12-31 | $293k | 907 | 323.04 |
| 2019-09-30 | $283k | 948 | 298.52 |
| 2019-06-30 | $285k | 967 | 294.73 |
| 2019-03-31 | $258k | 906 | 284.77 |