iShares S&P 500 Index shares owned by Centennial Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Centennial Wealth Advisory
from 13F filings
Historical chart of Centennial Wealth Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Centennial Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 26k | 576.92 |
| 2024-06-30 | $17M | 32k | 547.30 |
| 2024-03-31 | $16M | 31k | 525.80 |
| 2023-12-31 | $8.7M | 18k | 477.63 |
| 2023-09-30 | $9.8M | 23k | 429.43 |
| 2023-06-30 | $16M | 35k | 445.71 |
| 2023-03-31 | $15M | 35k | 411.08 |
| 2022-12-31 | $6.0M | 16k | 384.21 |
| 2022-09-30 | $15M | 41k | 358.64 |
| 2022-06-30 | $4.2M | 11k | 379.14 |
| 2022-03-31 | $5.6M | 12k | 453.73 |
| 2021-12-31 | $12M | 25k | 476.99 |
| 2021-09-30 | $10M | 23k | 430.82 |
| 2021-06-30 | $4.8M | 11k | 429.92 |
| 2021-03-31 | $4.5M | 11k | 397.82 |
| 2020-12-31 | $4.5M | 12k | 375.37 |
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