iShares S&P 500 Index shares owned by CIC Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CIC Wealth
from 13F filings
Historical chart of CIC Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by CIC Wealth 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 CIC Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 6.9k | 525.76 |
| 2023-12-31 | $3.3M | 6.9k | 477.64 |
| 2023-09-30 | $2.9M | 6.9k | 429.44 |
| 2023-06-30 | $3.0M | 6.8k | 445.73 |
| 2023-03-31 | $2.8M | 6.8k | 411.07 |
| 2022-12-31 | $2.6M | 6.8k | 384.19 |