iShares S&P 500 Index shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $595k | 1.1k | 525.73 |
| 2023-12-31 | $465k | 974 | 477.63 |
| 2023-09-30 | $418k | 974 | 429.43 |
| 2023-06-30 | $440k | 987 | 445.71 |
| 2023-03-31 | $409k | 996 | 411.08 |
| 2022-12-31 | $393k | 1.0k | 384.21 |
| 2022-09-30 | $367k | 1.0k | 358.75 |
| 2022-06-30 | $292k | 770 | 379.22 |
| 2022-03-31 | $627k | 1.4k | 454.02 |
| 2021-12-31 | $1.2M | 2.5k | 479.84 |
| 2021-09-30 | $1.1M | 2.6k | 430.65 |
| 2021-06-30 | $1.1M | 2.6k | 429.82 |
| 2021-03-31 | $1.1M | 2.9k | 397.71 |
| 2020-12-31 | $1.1M | 2.9k | 376.34 |
| 2020-09-30 | $968k | 2.9k | 335.76 |
| 2020-06-30 | $892k | 2.9k | 309.40 |
| 2020-03-31 | $765k | 3.0k | 258.36 |
| 2019-12-31 | $920k | 2.8k | 332.37 |