iShares S&P 500 Index shares owned by Centric Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 5.4k | 504.39 |
| 2023-12-31 | $2.6M | 5.2k | 495.09 |
| 2023-09-30 | $2.2M | 5.1k | 429.44 |
| 2023-06-30 | $2.3M | 5.1k | 441.98 |
| 2023-03-31 | $2.1M | 5.1k | 411.04 |
| 2022-12-31 | $2.0M | 5.3k | 384.23 |
| 2022-09-30 | $2.0M | 5.7k | 358.63 |
| 2022-06-30 | $2.3M | 6.0k | 379.20 |
| 2022-03-31 | $2.7M | 5.9k | 453.74 |
| 2021-12-31 | $2.8M | 5.9k | 476.97 |
| 2021-09-30 | $2.6M | 5.9k | 430.79 |
| 2021-06-30 | $2.6M | 6.1k | 429.88 |
| 2021-03-31 | $2.5M | 6.3k | 397.73 |
| 2020-12-31 | $2.4M | 6.4k | 375.47 |
| 2020-06-30 | $1.7M | 5.6k | 309.60 |
| 2019-06-30 | $1.7M | 5.7k | 294.67 |
| 2019-03-31 | $1.8M | 6.4k | 284.55 |
| 2018-12-31 | $1.7M | 6.8k | 251.59 |