iShares S&P 500 Index shares owned by Channel Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Channel Wealth
from 13F filings
Historical chart of Channel Wealth investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Channel Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $434k | 737 | 588.68 |
| 2024-09-30 | $407k | 705 | 576.82 |
| 2024-06-30 | $339k | 620 | 547.23 |
| 2024-03-31 | $355k | 676 | 525.73 |
| 2023-12-31 | $514k | 1.1k | 477.63 |
| 2023-09-30 | $648k | 1.5k | 429.43 |
| 2023-06-30 | $948k | 2.1k | 445.71 |
| 2023-03-31 | $891k | 2.2k | 411.08 |