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iShares S&P 500 Index shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Colonial River Wealth Management 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 7.8k 576.80
2024-06-30 $4.2M 7.8k 547.21
2024-03-31 $5.3M 10k 525.71
2023-12-31 $2.6M 5.4k 477.61
2023-03-31 $323k 785 411.08
2022-12-31 $4.4M 12k 384.22
2022-09-30 $759k 2.1k 358.53
2022-06-30 $293k 772 379.53
2022-03-31 $205k 451 454.55
2021-09-30 $744k 1.7k 448.73