iShares S&P 500 Index shares owned by Cedar Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cedar Wealth Management
from 13F filings
Historical chart of Cedar 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 Cedar 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 Cedar Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $39k | 67 | 576.82 |
| 2024-06-30 | $15k | 28 | 547.21 |
| 2024-03-31 | $16k | 30 | 525.73 |
| 2023-09-30 | $64k | 149 | 429.43 |
| 2023-06-30 | $74k | 166 | 445.71 |
| 2023-03-31 | $145k | 353 | 411.08 |
| 2022-12-31 | $175k | 455 | 384.21 |
| 2022-09-30 | $111k | 309 | 359.22 |
| 2022-06-30 | $72k | 190 | 378.95 |
| 2022-03-31 | $88k | 194 | 453.61 |
| 2021-12-31 | $220k | 462 | 476.19 |
| 2021-09-30 | $268k | 621 | 431.56 |
| 2021-06-30 | $278k | 647 | 429.68 |
| 2021-03-31 | $273k | 686 | 397.96 |
| 2020-12-31 | $258k | 686 | 376.09 |
| 2020-09-30 | $231k | 686 | 336.73 |
| 2020-06-30 | $253k | 818 | 309.29 |
| 2020-03-31 | $166k | 641 | 258.97 |